While completing your application you will come across the Documents section. From there you can connect your business bank account. To start:
Select Connect Bank
Select Connect.
Enter your financial institution in the search bar. Once you find it, select it. If you cannot find your bank, it’s possible they have not yet integrated with Finicity.
Select Next.
Enter your Banking User ID and Password and select Secure Sign-in. If you’ve forgotten your sign-in, select Forgot sign-in.
Review your account (you’re able to add more than one bank account), then select Submit.
Your business bank account will appear within your application, then select Sync Account. It will pull three months of business bank statements or four if you’re in California or New York.
Select Review Application.
If you’re happy with the details you provided in your application, select Submit Application and you’ve successfully submitted your application.