How Do I Change Bank Accounts in Clio Payments?
- Change Bank Account that is being used for Clio Payments
- How can I update the routing number for my Trust or Operating Account in Clio Payments?
- Go to Settings
- Click on Online Payments
- Click the downward arrow next to the word Edit for the bank account you would like to remove
- Select "Disconnect from online payments"
- Then click "Add bank account" to add new Bank Account
- Enter in Required Fields and Account Type
- Hit Save