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Change or Update Repayment Account

You can update your primary repayment account or remove additional linked accounts directly in the Finally platform.

Todd Beyer avatar
Written by Todd Beyer
Updated over 2 weeks ago

Follow theses simply steps:

Log in to your Finally account.

  1. From the main menu on the left, click Company.

  2. Next, select the Manage tab.

  3. Click on the Billing page.

  4. Under the Linked Accounts section, find the account you want to update or remove.

  5. Click the three dots (...) on the account.

  6. Choose one of the following:

    • Set as primary to update your repayment account

    • Remove account to delete the linked account

You must have at least one repayment account linked at all times.

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