In order for us to debit and credit your funds, you’ll need to connect your business checking account to Fundbox. If you are using your accounting software for your credit assessment, and your bank account for credits and debits only, the tips below should help you troubleshoot getting connected.
Note: If you did not connect your accounting software and therefore your credit assessment is based on data from your bank account instead, you won’t be able to connect using the tips below.
You may have to take some additional steps to connect your bank account if we couldn’t connect to your bank on the first try, or if we can’t locate your bank.
Bank didn’t connect on the first try.
Sometimes the behind-the-scenes stuff just won't connect as usual. If this happens, don’t worry, you may still be able connect. We just need a few additional pieces of information: the name on the business checking account, the account number, and the routing number for that account. See the screen shot below for what this step looks like. If you need help finding the routing number, skip to the section titled Help finding my routing number below.
We can’t find your bank.
There are a few smaller banks that might not appear in our pre-populated list. If you use one of these banks, you may still be able to connect to Fundbox. You’ll know we couldn’t find your bank if you see a note on the screen that says “We couldn’t find any banks called…” Just click on the click here link and follow the steps to connect your bank.
Help finding my routing number
Every bank account has a bank routing number and a specific bank account number. This can be a bit confusing as there can be several routing numbers associated with the same bank account. The automated payments system (that makes Fundbox so easy to use) utilizes the ACH network for communicating transactions. It's just like sending a check through the internet. That's why Fundbox accepts routing numbers that are used for checking transactions. Your bank account likely has two or more routing numbers for different purposes. Please make sure to provide our system with the paper / electronic routing number, not the wire routing number.
What if I still can’t connect to my bank?
Our system is not compatible with the following banks: Bluebird, Green Dot, American Express Centurion Bank or Payoneer. If you're banking with one of these institutions, then you'll need to provide us with an account from a different bank.
Are you trying to switch your bank account with Fundbox?