When changing your receiving method, you can connect the new one instantly via Plaid - this is the fastest and easiest way. All you need is your online banking credentials.
1. Sign in to Melio.
2. Click Settings in the left sidebar.
3. Select Receiving method.
4. Under Receiving methods on the right, click the three dots next to the current bank account.
5. Select Update account from the dropdown list.
6. Click Continue in the warning message.
7. Click Continue to allow Plaid to link your bank.
8. Choose your bank from the list. Plaid is connected to the top 100 banks in the US.
9. Fill in your bank account login credentials and click Submit.
10. Select your account. Click Continue.
11. Click Continue.
That’s it! Your new receiving method was successfully changed.