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Changing Your Email Address

Overview

Changing your email address or adding a new email to your business account is the same process as adding a new user to your team.

Steps

Step 1: Add Your New Email Address

  1. Navigate to Settings → Team Roles & Policies.
  2. Click + Add Team Member.
  3. Enter your new email address.
  4. Under Associated Role, select Admin to grant full account access.

Step 2: Accept the Invitation

  1. Log out of your current session.
  2. Open the invitation email sent to your new address.
  3. Click Accept Invitation, then click Accept Invitation again on the landing page.
  4. Enter the verification code sent to your new email to log in.

Step 3: Complete Account Setup

  1. On the Finish Setting Up Your Account page, enter your first and last name.
  2. Accept the terms and click Continue.
  3. Re-enter the requested details and click Submit.
  4. Complete the Persona identity verification (selfie verification only).

Why am I being asked to re-verify my identity?

For security and compliance reasons, our banking partners require us to verify the identity of all users who send or receive funds through the platform.

The selfie verification ensures that the person accessing the account matches the provided identification, helping keep your account secure.

What happens next?

Once your new email address has been verified, you’ll be able to access your account using either email address.

See Also