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View or Update the Bank Account Linked to Your Webconnex Payments Account

View, edit, or change the bank account that receives payouts for your transactions

Ashley avatar
Written by Ashley
Updated this week

If you're using Webconnex Payments as your processor, you can easily access and manage your connected bank account details. Whether you're switching bank accounts or just need to confirm your current setup, this guide will walk you through where to find your payout information and how to make any necessary updates.

Pro Tip: Each Webconnex Payments account can only be linked to one bank account. If you would like to link multiple banks, we recommend setting up several Webconnex Payments gateways, and linking each of these gateways to separate bank accounts.

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View the Bank Account Linked to Your Webconnex Payments Processor

With Webconnex Payments, you can easily check which bank account is currently linked to your processor. You can also look up which bank account received a specific payout. Whether you’re verifying your deposit setup or tracking down a particular transfer, this guide will help you find the information you need quickly and securely.

View the current bank account linked to your Webconnex Payments processor

Pro Tip: Once the KYC process is complete, only the account owner can view and update the bank account on file for the account as a whole. If your payment processor is fully active and you're not the account owner, the best way to confirm bank details is by checking which bank account received a specific payout (instructions on how to do so can be found below).

  • From the top menu bar, hover over the Gear icon in the right-hand corner

  • Select Payment Processors

  • Locate the desired payment processor, and click View Payments Portal

  • Once you have logged in, hover over your initials in the top right corner and select Update Account Profile

  • Locate the desired gateway, and click Edit Details

  • Scroll down and find the last four digits of the linked banking details

Pro Tip: If you don't see bank information in the Payout Details section, it likely means that this part of your payment processor setup hasn’t been completed yet.

View the bank account that received a specific payout

  • From the top menu bar, hover over the Gear icon in the right-hand corner

  • Select Payment Processors

  • Locate the desired payment processor, and click View Payments Portal

  • Click Payouts in the top menu bar

  • On your list of payouts, view the last 4 digits of the linked bank account under the Bank Account # column

Note: Some banks, such as Chase, they may assign a Virtual Account Number when you use Trustly for your verification. In that case, the last four digits shown under Payouts may not not reflect your actual bank account number.

To find your bank account details in this case, we recommend viewing the bank account currently linked to your account, rather than checking a specific payout. You can follow the instructions in the section above to see the linked bank account information.


Update the Bank Account on Your Webconnex Payments Processor

Pro Tip: Once the KYC process is complete, only the account owner can update the bank account on file. If your payment processor is fully active and you're not the account owner, we recommend reaching out to the account owner to ask them to make updates to the banking details.

Note: Once your payment processor has been fully verified, any updates to the bank account will trigger a review period. During this time, payouts are temporarily paused, even if a payout was originally scheduled. You will receive your payout on the next scheduled payout date that occurs after the review period ends.

  • From the top menu bar, hover over the Gear icon in the right-hand corner, and select Payment Processors

  • Locate the desired payment processor, and click View Payments Portal

  • Once you have logged in, hover over your initials in the top right corner, and select Update Account Profile

  • Locate the desired gateway, and click Edit Details

  • In the Payout Details section, click the trash can icon next to the bank account you want to delete

  • Click Add in the Payout Details section to add a new bank account

  • Verify and save your new banking details


FAQs

Can I add more than one bank account to my Webconnex Payments processor?

No, a single Webconnex Payments account can only be connected to one bank account. If you want to use multiple bank accounts, we suggest creating multiple Webconnex Payments gateways and linking each gateway to a different bank account.

Why can't I log into the Webconnex Payments Portal?

One common reason users cannot log into the Webconnex Payments portal is that their user doesn’t have the necessary permissions.

On RegFox, users need View, Manage, and Delete Payment Processor Setup permissions to access the Webconnex Payments portal. If you don’t have these permissions but require access, we recommend contacting an Administrator on your account and requesting the necessary permissions to use the payments portal.

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