Change your connected bank account

Your connected bank account is the funding source Dash.fi uses for payments. You manage connected accounts from the Financial Accounts page — open it from the left-hand navigation and look under Connected Bank Accounts.

​

Connect a new bank account

1. Go to Financial Accounts in the left-hand navigation
2. Under Connected Bank Accounts, click Connect Account
3. Log in to your bank through the Plaid interface to authenticate and link it

You can set a newly connected account as your primary funding source during the connection step.

​

Your primary funding source

The primary account is the one Dash.fi uses as the funding source for payments. It shows a Primary badge on the Financial Accounts page.

• No primary account set yet? Connect a new account and set it as your primary during the connection step.
• Want to switch to an account you’ve already connected? Request the change from the dashboard using Make primary. See below.

​

Switch your primary funding source

You can ask to make any eligible connected account your primary funding source directly from the dashboard. The Dash.fi risk team reviews each request before the change takes effect.

1. Go to Financial Accounts in the left-hand navigation
2. Under Connected Bank Accounts, find the account you want to switch to and click Make primary
3. In the dialog, upload a recent bank statement for that account. The statement must be a PDF no larger than 5MB
4. Click Send for review

The request goes to the Dash.fi risk team for review. Most requests are completed within 12–24 hours. While a request is open, the account shows an Under review badge, and you can’t submit another request until it’s decided.

​

Eligibility

Make primary is available on a connected account when all of the following are true:

• The account isn’t already your primary account
• The connection is healthy. An account showing Needs Update must be re-authorized first
• The account has finished bank verification
• The account is set up as a funding account
• Your user role has permission to change payment settings

If an account isn’t eligible, the button is disabled and shows the reason. Business accounts only — a request for a personal bank account is declined during review.

​

After the review

Administrators on your account are notified of the decision:

• Approved — the Primary badge moves to the new account, and a confirmation banner appears on the Financial Accounts page. You can dismiss the banner, or it clears on its own after 7 days.
• Declined — the decline reason is included in the notification and shown on the Financial Accounts page. Your primary funding source stays unchanged, and you can submit a new request.

​

If Dash.fi switches your primary account

In some cases the Dash.fi team changes your primary funding source directly, for example when support helps you select an existing account. When this happens, administrators on your account receive an email naming the new primary account by bank name and last four digits. No request or review is involved, so there’s nothing for you to approve.

​

Re-authorise an existing connection

If a connected account shows a Needs Update badge, the connection has expired or been interrupted. To restore it:

1. Go to Financial Accounts in the left-hand navigation
2. Find the account showing Needs Update
3. Click Re-authorize
4. Follow the Plaid steps to reconnect your bank account

If the Re-authorize button isn’t available, the connection can’t be repaired automatically. Contact support at support@dash.fi and the team will help you update it.

​

Impact on ACH Auto-Pay

ACH Auto-Pay is authorised at your bank, not through Plaid. If you change banks, you’ll need to re-authorise Dash.fi as an approved payee at the new bank. See Set up ACH Auto-Pay for instructions. Updating your bank connection in Dash.fi doesn’t automatically carry over ACH authorisation from your previous bank.