Connect a new bank account
- Go to Financial Accounts in the left-hand navigation
- Under Connected Bank Accounts, click Connect Account
- Log in to your bank through the Plaid interface to authenticate and link it
Your default funding source
The default account is the one Dash.fi uses as your primary funding source for payments.- No default set yet? Connect a new account and set it as the default during the connection step.
- Want to switch the default to an account you’ve already connected? This can’t be changed in the dashboard yourself — contact support@dash.fi and the team will set it for you.
Re-authorise an existing connection
If a connected account shows a Needs Update badge, the connection has expired or been interrupted. To restore it:- Go to Financial Accounts in the left-hand navigation
- Find the account showing Needs Update
- Click Re-authorize
- Follow the Plaid steps to reconnect your bank account
If you’re changing banks entirely, make sure the new connection is active before your next payment is due. A missing or broken connection can cause a payment to fail and suspend your account. See Bounced payments for what to do if a payment fails.