Change your settlement bank account

Replace the bank account where Finli settles your customer payments.

Customer payments are settled to the bank account on file for your business. Admins can replace it at any time.

Replace your bank account

1. Go to Settings, then the Payments tab.
2. Find Bank Account for Settlements.
3. Select Replace Bank Account.
4. Connect the new account. Most banks connect instantly through Plaid. You can also enter your routing and account numbers, then verify the account with small test deposits.
5. If the account needs verification, you'll see Requires verification and a Verify Bank Account button. Follow the steps once the test deposits arrive.

Once the new account is connected, future settlements go to it. Unverified bank accounts are removed automatically after 14 days, so finish verification promptly.

Screenshot to add: Bank Account for Settlements with the Replace Bank Account button

If you use Finli through your bank

If your business uses your bank's version of Finli, this section shows your bank's name and routing number, and payments settle to your account at that bank.

Some digital-only banking providers can't be used for settlements. If your account can't be linked, email us and we'll help.

Need help? Email support@finli.com.

Updated October 22, 2026