How to Change Bank Account Connection

We get it, businesses are always changing and evolving and sometimes that means changing your bank account! Whatever changes your business is making, Float wants to make the transition seamless!

To change your connected bank account, please navigate to:
Banking > Bank Connections >

Once connected, you should see your preferred funding source in Float. At this point, please reach out to support@floatcard.com and we can help switch your funding sources.

*Please note: Only Administrators can make bank account connection changes.

If your connection fails for any reason, please reach out to support@floatcard.com with the following information:

Subject: Your Business Name - Unsuccessful Bank Connection Change

Please provide a brief explanation of why the change in bank connection is being made, this can aid our team in making this process as smooth as possible for you!

1. A digital copy of your valid government-issued ID

2. A void cheque or Direct Deposit form for the New Bank Account

3. A PDF copy statement of the last 30-60 days from the New Bank Account

Once we get this information, a member of Float's support team will reach out to let you know the status of your bank connection. If any further questions are required, we will reach out via email to clarify!