Expert Help and Support at 
Equirus Wealth

Step 1: Navigate to Bank Accounts

1. On the Home tab, click on your profile icon.
2. From the dropdown menu, select Bank Accounts.

Step 2: Select a New Primary Bank Account

1. You will see a list of your linked bank accounts on the left side of the screen.
2. Your current primary bank account will be marked.
3. To change your primary account:
   • Click on the bank account you want to set as primary.
   • Click on the three-dot menu (⋮) next to it.
   • Select "Make Primary Bank" from the options.

This will set the selected bank as your new primary bank account.

Step 3: Adding a New Bank as Primary (If Only One Bank Exists)

• If you have only one linked bank account, you will need to add a new bank before changing the primary account.
• Once added, follow Step 2 to set it as your primary bank account.

On the App

Step 1: Access Bank Accounts

1. Go to the Profile page in the app.
2. Open the Bank Accounts section.
3. Your current primary bank account will be marked.

Step 2: Select a New Primary Bank

1. Tap on any other bank from the list to set it as primary.
2. If you need to add a new bank account, you can do so at this step. Click here to learn how to add a new bank account.
3. On the Bank Account Details screen, tap on the three-dot menu (⋮) in the top-right corner.
4. Select "Set Primary" to make the chosen bank your new primary account.