If you connected your accounting software to get a credit decision, you'll have to connect your bank account so we know where to send the funds and debit payments. Fundbox works exclusively with business checking accounts. Customers must provide their bank account details when they first get a credit decision. Simply follow the steps below and we’ll handle everything behind the scenes.
First, you need to choose your bank from the list. If you don’t see it, you can use the search bar at the top of the panel and type in your bank’s name. If you can’t find your bank, follow the prompts. If you're having difficulty, take a look at the Troubleshooting Bank Connections and Routing Numbers article or contact us.
After you locate your bank on the list, log in using your bank credentials and click Continue. Don’t worry, we do not store your bank login credentials.
Many banks require multi-factor authentication, so you might encounter a screen that looks like the one below, asking for a code or answer to a security question. Just enter the response and click Continue.
If you have more than one account with this particular bank, you’ll need to choose the business checking account where you want the funds deposited.
The last step is to confirm that we got all the information right. If we did, then click on Clear this Invoice and you’re all set! We’ll transfer the funds within 24 hours (depending on the time of day you clear the invoice).