Log in to your Lendio account with your email and password.

In the Documents section of your application, 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 integrated with Finicity yet. Please refer to the article for manually uploading documents.

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.

You’ve successfully submitted your application through Lendio.