Edit a bank account

Once you add a bank account to a BILL account, you can only edit specific information for auditing purposes.

You can only edit the select fields below:

  • Bank Name
  • Account Holder Name
  • Default bank for payments in
  • Default bank for payments out

If you need to edit the account or routing number, you'll need to archive the account and re-add.


Edit a bank account

  1. Select Settings.
  2. Select Bank Accounts under Bank & Payment Accounts
  3. Select the bank account number.
  4. Select the edit icon on the bank you want to edit.
  5. Make the changes you'd like
  6. Select Save.

Edit a bank account - iOS mobile app__

  1. From the Home screen in your BILL app, select on the Options bars in the top left corner
  2. Select Settings
  3. Select Bank Accounts
  4. Select Edit on the bank you want to edit
  5. Make the changes you'd like
  6. Select Done

Edit a bank account - Android mobile app

  1. From the Home screen in your BILL app, select on the Options bars
  2. Select Settings
  3. Select Bank Accounts
  4. Select Edit on the bank you want to edit
  5. Make the changes you'd like
  6. Select Done