You can update your bank details by following these steps:
- On the left side of your screen, click Settings
- On the left side of your screen, click on Entities or Personal Bank, depending on the type of banking information you want to update
- Select the entity for which you want to update bank details
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If you created the entity, you will have full editing access. Click on the edit button to update the entity.
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If you are not an admin or you did not create the entity, there are restrictions on your ability to make updates to tax and bank verification documents. If this is the case, you will only be able to view banking details. If you need to update the details reach out to the entity’s owner or to support@candex.com
- Update the information and click Save