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Support - Managing your company: How can I update the connected bank account and wire transfer details?


Diana Trujillo

Updated 21 June 2024

You'll go to your Capbase Dashboard > Bank account > Bank account and see your company's connected bank accounts:

To add a new account, click on "Add account" at the bottom of the list:

Select if you wish to open a new account with our partner Mercury, or connect an existing account using Plaid:

For existing accounts, you'll select the bank and enter your credentials accordingly:

To update your wire transfer information, go to Capbase Dashboard > Bank account > Wire transfer information. Click on "update":

Verify the current information or update accordingly. Once the changes are ready, click on "Save wire transfer information":

If you have any questions, feel free to reach out to our support team through live chat or via email at

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