How do I connect my bank account?

Fundbox works exclusively with business checking accounts. Most customers will connect their bank account when they clear their first invoice. You simply follow the steps and we’ll handle everything behind the scenes. Here’s what it looks like:

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 from our list, follow the prompts. If you run into trouble, check out the article titled “Troubleshooting bank connections and routing numbers”.

 

 

After You locate your bank from the list, just use your usual bank login credentials, hit “continue, and we’ll make the connection. Don’t worry: we do not store your bank login credentials!

 

Many banks have high levels of encryption, so you might encounter a screen that looks like the one below, asking for a special code. Just enter the code and hit “continue”.

 

If you have more than one account with this particular bank, you’ll need to choose a business checking account where you want the funds deposited.

 

The last step is to confirm that we got the information correct. If we do, then hit “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).

 

 

 

 

 

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