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Company Details Update

Last updated May 10, 2024

Introduction:

Maintaining accurate company information is essential for seamless financial management. This article guides you through updating critical details like your business address, contact information, and tax data in your Brex account.

Steps to Update Company Details:

  1. Access Account Settings:
  • Log into your Brex dashboard with your administrator account.
  • Click on your profile or the "Settings" icon to access the account settings.
  1. Navigate to Company Information:
  • In the settings menu, find the section labeled "Company Information" or "Business Profile."
  1. Edit Company Details:
  • Review the existing information displayed, such as the business address, contact number, and company registration details.
  • Click the "Edit" or "Update" button to modify the relevant information.
  1. Update Business Address:
  • If your business address has changed, input the new address and confirm that it matches official company records.
  1. Update Contact Information:
  • Update contact details like the primary phone number, email address, and contact persons.
  • Ensure this information aligns with your current point-of-contact structure.
  1. Adjust Tax Information:
  • If applicable, update tax-related details, such as the Employer Identification Number (EIN), and save the changes.
  1. Review and Confirm Changes:
  • Carefully review the updated information to ensure accuracy.
  • Click "Save" or "Confirm" to apply the changes, and make sure that they reflect on your account.

Keeping your company information up to date ensures compliance, accurate communication, and smooth transactions with Brex.

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