Share a Business Bank Account

If you’ve already added and verified a business bank account, you can share it with other Workspace Admins. This allows them to use the account without repeating the full setup process.

Who can share a business bank account

• Only Workspace Admins can share a business bank account.
• You can only share verified business bank accounts.
• You can only share with admins of Workspaces where you are also an admin.

How to share a business bank account

1. In the navigation tabs (on the left on web, on the bottom on mobile) go to Account > Wallet.
2. In the Bank accounts section, find the verified business bank account and select the three dots (⋮) next to the account.
3. Select Share.
4. Select the admins you want to share the account with.
5. Click Share.
6. You’ll see a confirmation once the process is complete.

Note: You can only share with Workspace Admins from Workspaces where you also have admin access.

What happens after you share a business bank account

The receiving admin must validate their copy (required for US accounts) before using the account.

• The selected admins receive a Concierge message notifying them the account was shared.
• The account appears in their Wallet.

For US accounts:

• The account shows an Action required badge
• The admin must validate the account with the test transactions before using it.
• After validation, the account is ready to use

For non-US accounts:

• The shared account is ready to use immediately — no validation is required.

Learn how to validate a business bank account.

FAQ

Why share a business bank account?

Sharing saves time by avoiding repeated setup. It also helps when changing the workspace payer or enabling reimbursements quickly.

Can I share the same bank account with multiple admins?

Yes. You can select multiple Workspace Admins when sharing.

Why don’t I see the Share option?

The Share option only appears if:

• The account is verified
• There is at least one eligible Workspace Admin you haven’t shared it with

What if the other admin already has a copy of the account?

They won’t appear in the list of admins you can share with.

Can a shared admin share the bank account with others?

Yes. Once an admin has validated the account (if required), they can share it with other admins.