--- title: Bank Accounts description: Learn how to securely manage your organization's bank accounts in Anedot, including adding or replacing accounts and choosing deposit schedules. --- [Skip to content](https://help.anedot.com/knowledge/bank-accounts#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) # Bank Accounts ## This article explains how to add, edit, and manage bank accounts in Anedot, including deposit schedules and secondary accounts. ![CleanShot 2025-08-21 at 11.32.55@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.32.55@2x.png?width=600&height=251&name=CleanShot%202025-08-21%20at%2011.32.55@2x.png) Anedot makes it easy to manage how your organization receives donations. You can connect multiple bank accounts, choose your deposit schedule, and update account details from within your fundraising account. --- ### Table of Contents:  - [Add a New Bank Account via Plaid](https://help.anedot.com/knowledge/bank-accounts#add-bank) - [Manually Add a Bank Account](https://help.anedot.com/knowledge/bank-accounts#manually-add-bank) - [Replace an Existing Bank Account](https://help.anedot.com/knowledge/bank-accounts#replace) - [Add a Secondary Bank Account](https://help.anedot.com/knowledge/bank-accounts#secondary) - [Edit or Remove a Bank Account](https://help.anedot.com/knowledge/bank-accounts#edit) --- ### Add a New Bank Account via Plaid ![managing-bank-accounts-image-01-19b0ec0bb4b6424a89411a4e0e45a2ff](https://help.anedot.com/hs-fs/hubfs/managing-bank-accounts-image-01-19b0ec0bb4b6424a89411a4e0e45a2ff.png?width=600&height=434&name=managing-bank-accounts-image-01-19b0ec0bb4b6424a89411a4e0e45a2ff.png) You can securely connect a new bank account through **Plaid**, a trusted banking verification platform. To get started: - Go to **Settings \> Finance \> Bank Accounts** - Click the **Add Bank Account** button (top right) - Select your bank or enter it manually - Sign in with your **online banking credentials** to verify - Choose the specific account you want to connect - Select a **deposit schedule** (2-day, 7-day, or 30-day) - Click **Save** You’ll then be prompted to either: - **Replace** your existing account - **Add as a secondary account** [*(see below)*](https://help.anedot.com/knowledge/bank-accounts#secondary) [*Learn more about how Plaid works*](https://plaid.com/) --- #### Manually Add a Bank Account ![CleanShot 2025-08-21 at 11.34.19@2x-1](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.34.19@2x-1.png?width=600&height=437&name=CleanShot%202025-08-21%20at%2011.34.19@2x-1.png) If Plaid doesn’t work for your bank, you can add your account manually: - Navigate to **Settings \> Finance \> Bank Accounts** - Click the **dropdown arrow** next to “Add Bank Account” - Select **Manually Add Bank Account** - Enter: - Bank Name - Routing Number - Account Number - Upload a **voided check** or **signed bank letter** - Choose a **deposit schedule** - Click **Save** - Choose to replace your current account or add this one as secondary   ***You must use your ACH routing number.** Wire routing numbers will cause deposits to fail. * --- ### Replace an Existing Bank Account To replace your default account: - Go to **Settings \> Finance \> Bank Accounts** - Click **New Bank Account** - Connect your account via Plaid - When prompted, choose **Replace bank account** - The original account will be removed automatically --- ### Add a Secondary Bank Account You can keep more than one bank account connected: - Go to **Settings \> Finance \> Bank Accounts** - Click **New Bank Account** - Connect via Plaid - When asked whether to replace your existing account, select **No thanks** - Both bank accounts will now appear in your dashboard - [Create a new **Fund**](https://anedot-6781885.hs-sites.com/knowledge/settings-creating-and-editing-funds?hsLang=en) and assign it to the secondary account via **Settings \> Finance \> Funds** --- ### Edit or Remove a Bank Account To make changes: - Hover over the bank account - Click **Actions** - Choose from: - **Edit** – Change the deposit schedule - **Set as Default** – Make this the primary account - **Remove** – Delete the account *(only if not linked to a Fund)* *You cannot update credentials on an existing bank account. To change login details, add a new bank account instead.*   - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.