How to view and manage Linked bank accounts

This article explains how to view your existing Linked bank accounts and what the deactivation notice means.

• To view your Linked bank accounts, you must have View permission for Linked bank accounts on the relevant account. 

• To edit Linked bank accounts, you must have Create/edit permission for Linked bank accounts on the relevant account. 

First, open your Borderless Cash account page:

1. In the left menu, select Business Accounts. The section expands to show your favourited accounts and a Show all link.

2. In the expanded list, select the account name to open its page.

3. Select the Linked bank accounts tab.

If the account is not in the list:

1. Select the Business Accounts menu item again, or select Show all, to open the Business Accounts overview.

2. In the accounts table, select the account row. Alternatively, select the row's ⋯ button, then select View details.

3. Select the Linked bank accounts tab.

If you believe you are eligible for Linked bank accounts, but do not see the Linked bank accounts tab, contact support through Kai: On the right side of any page, open the Kai panel.

The Linked bank accounts page shows all current and past bank accounts in your Borderless Cash account. If you do not have any Linked bank accounts or want to link another external bank account, see How to link your external bank account to Airwallex

The Linked bank accounts page shows a table with the following columns:

• Linked bank account: name of the bank

• Bank account details: the account name held at your bank, with the account number beneath it

• Status: current status of the linked account

• Direct debit: whether Direct Debit deposit is enabled for this linked account. Direct debit deposit is only eligible for business registered in Australia, Hong Kong, New Zealand, Singapore, or the United States. See Link your external bank account via Direct Debit

On this page, certain actions are available for finding information and managing your Linked bank accounts:

• Filters: select Filters to open the filter panel and narrow results by Linked bank account, Bank account details, Status, or Direct debit.

• Search: use the search field to find a specific Linked bank account by name or details.

• Select the ⋯ button on a listed Linked bank account to:

  • Verify bank account: see How to link your external bank account to Airwallex

  • Remove bank account: a confirmation window appears. Select Yes, remove it to remove this Linked bank account.

If a Linked bank account has been deactivated, a notice banner appears at the top of the Linked bank accounts tab. The banner provides information about the deactivation. Selecting the X will close the banner for your current session. 

A Deactivated Linked bank account can no longer be used for Direct Debit top-ups. The account remains visible in the Linked bank accounts table with its Deactivated status displayed.

If you need to use a deactivated Linked bank account again, you can create a new Linked bank account with the same details. If that fails, contact support through Kai: On the right side of any page, open the Kai panel.

I cannot see Linked bank accounts tab

Linked bank accounts tab is only visible to eligible customers. If you do not see the tab, that means Linked bank accounts is not available to you. To find out more or need assistance with the Linked bank accounts availability, contact support through Kai: On the right side of any page, open the Kai panel.