How to change my personal bank account

1. If you have a bank account already connected to your Carta portfolio, then you can remove or update it from the Account > Settings page and navigating to the "Payment information" tab of your portfolio.

2. Next, click "Actions" > "Remove" and you will need to confirm the removal by clicking the red "Remove" button.

3. Once the bank account has been decommissioned, you will be able to add a new bank account instantly, or manually, as shown here.

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