How do I change my payout bank account?

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You don't edit an existing bank account — you add the new one as a fresh payout method, and it becomes the destination for your next disbursement.

Steps

  1. Open your campaign in the client portal and go to the Payouts & Transactions tab.
  2. In the Payouts view, find the payout method card and choose Add method.
  3. Pick Bank Transfer and enter the bank name, account holder name, account type (checking or savings), 9-digit routing number, and account number. The routing number is validated against the banking industry's ABA checksum as you save — a mistyped digit is rejected immediately rather than costing you a bounced transfer days later.
  4. Save. The new method becomes your active payout method automatically — previous methods are deactivated.

Your routing and account numbers are encrypted the moment they're saved; afterward only the last four digits are ever displayed, even to you.

About verified methods

Once the Pledgix team has verified a payout method, it can no longer be deleted from the portal — a deliberate security measure that stops anyone who gets into your account from quietly redirecting your money. To remove or replace a verified method, contact Pledgix support and we'll handle it with you securely. Unverified methods can be deleted freely.

Tip: Make the switch before your next payout is issued. A transfer sent to a closed account comes back as Returned and has to be reissued, which delays your money.

See Setting up your payout method for all three payout options (bank transfer, check, eCheck).

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