Read on for a step by step guide to connecting your bank account
Customers must link to your bank account in order to process payments.
If your bank account is not based in the UK, please refer to how to connect an international bank account.
For peace of mind, please peruse information regarding our banking security.
- Log in to your account, then navigate to the 'Bank Accounts' section from the 'Settings' dropdown function.
- You'll then be presented with a bank selection screen.
If you have an bank account already connected but wish to add another, you can select 'Add new bank account' in the top right corner, to be presented with the bank selection screen. - Search and select the bank that you wish to connect.
- You will be redirected to your bank's app or website. Please follow the instructions on your bank's website and add Crezco as a connection (the exact process will vary with each bank).
- All done! You should be redirected back to the original page where you can see your connected bank account.
Please note, if you have an integration with Crezco (e.g Xero, QuickBooks, Zoho, etc.) you will need to reconfigure the integration if you want funds to go to the new bank account you just added. Please use the help centre articles below to guide you on how to reconfigure your account to the new bank account.