Update a custom account's bank information from the Dashboard

If you have administrator permissions, you can view and edit a custom account’s bank account information by accessing the account’s Dashboard:

  1. Navigate to the “Connected Accounts” section of the Dashboard

  2. Click on the account to open the account details

  3. In the top right corner, click to open the ‘’ menu

  4. Select View Dashboard As

  5. Navigate to BalanceSettings to update the bank account details.