How to Change to a Different Bank Account

How to Change to a Different Bank Account

Note: You may only connect to one bank profile per month but refresh unlimited times during the month.  For example, if you have a profile with Wells Fargo you cannot connect to Bank of America in the same month.  You would need to verify the transactions from Wells Fargo one month and then switch to Bank of America the next month.  

1. Log in to your PaymentReport profile.
2. Go to Settings.
3. Select the X button next to the Refresh button to remove the current bank profile.

4. Select Connect to your Bank to connect to the new bank profile and complete the Plaid steps.
5. Select Import Transactions to import the bank account history for the new bank account.


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