How do I change my payment account?

To change a payment account in Cozy, you'll need to replace it with another account or card. To replace your payment account:

  1. Navigate to your Banks & Cards page
  2. Click the "Details" button for the account that you'd like to replace
  3. Select an existing bank account, credit card, or debit card you'd like to use instead, or else you add a new account to Cozy.
  4. Click "Replace Account"

Note: If you add a new checking account manually, you'll need to be sure that you complete your bank account verification before payments will process. More on verifying your account in this guide.

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