In this article, you will learn how to change the bank account you have linked to your Workiz Pay account.

When signing up for Workiz Pay, you will be asked to connect your business bank account to your Workiz Pay account.

If you need to make any changes, editing the bank account you have linked to your Workiz Pay account is simple.

Changing your Workiz Pay bank account

Changing your bank account with Workiz Pay will delay your next payout by 7–10 business days. You will still be able to collect payments from your clients while we verify your request.
The bank account you use for Workiz Pay must be under your legal business name as seen on official tax documents (i.e., SS-4). Attempting to change your Workiz Pay-connected bank account to one that is not under your legal business name may prolong the delay of your next payout beyond the default timeline detailed above.

From the sidebar menu, select Workiz Pay
From the Workiz Pay dashboard, select the My account tab
Under Standard payouts, select Edit

If you have two-factor authentication (2FA) enabled for your Workiz account, you will need to provide a one-time passcode from your phone in order to change your bank account.
Select Yes, change
Enter your Workiz account password and select Continue
Enter your bank account details:
1. Routing number
2. Account number
3. Retype account number
4. Select Save Changes