If you’re having difficulty connecting your business bank account, here are common issues and how to resolve them.
Alternatively, we do have an option for you to manually upload your three business bank statements (four if you’re in California or New York).
Common issues:
Double-check login information: Ensure that you've entered the correct login credentials for your bank account. Double-check your username and password to make sure there are no typos or errors.
Check for Two-Factor Authentication (2FA): If your bank uses two-factor authentication, make sure you've completed the necessary steps to verify your identity. This may involve receiving a code via text or email or confirming in your bank’s mobile app.
Still need help? Get in touch with our Customer Success team by chat, emailing [email protected], or calling (855) 853-6346*.
*Hours of Operation: Monday-Friday 7:30 am – 5:00 pm MST