Brex uses connected bank accounts to determine your company’s credit limit. Generally, no matter the account type, we can only accept bank accounts that are: Business accounts Domestic bank accounts with funds denominated in USD.
In June 2022, we released a new reliable banking integration with First Republic Bank. Follow the steps below to reconnect with First Republic Bank, which will automatically use the new integration. Step 1: Obtain a set of read-only credentials from First Republic Bank.
Token-enabled sign-ins If you have token-enabled sign-in for your Chase accounts, please follow the instructions below to establish a bank connection: Step 1: Sign in to your Brex dashboard. Step 2: Navigate to this unique Bank connections link and search for Chase. Step 3: Follow the prompts.
We support a variety of different business bank accounts to be connected to Brex through our partners Plaid, Finicity, and Teller. You can search for your bank during the process of setting up an external bank connection.
We may occasionally lose connection to your bank account for a number of reasons, some of which include: Your online banking credentials have changed. You have been logged out of your bank account for security reasons. There are a limited number of devices that can be connected at a time.
Your Finicity or Plaid connection may occasionally lose connectivity and become out of date, or “stale," which requires you to reestablish the connection via your dashboard. Brex will proactively send email alerts to admins before we reduce your credit limit due to a stale bank connection.
If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements. You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.
When you have a monthly statement card, giving Brex visibility into additional bank accounts can help with increasing or maintaining your stable credit limit. Admins will need to choose an updated bank account to make payments from.
Brex uses the aggregate cash balance in your corporate bank account to underwrite your business. Linking allows Brex to have real time visibility over your cash balance and adjust your company credit limit accordingly.
If you're experiencing issues connecting or reconnecting your bank to Brex, please try the following troubleshooting suggestions. Location If you're not currently located in the United States, please try again when you are back in the US, or try using a VPN.
Statement underwriting is an alternative solution to connecting your bank account to Brex when it's not possible to do so. It's allowed on a case-by-case basis by our support team under the following circumstances: Your bank is not supported by Brex. You're having persistent issues connecting your bank to Brex.
Brex uses connected bank accounts to help determine your company’s credit limit. Account or card admins can connect additional bank accounts, remove or fix a current connection, and verify which accounts are currently connected, all from the Brex dashboard.