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. 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, login 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 special code. Just enter the code 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).

 

 

 

 

 

Have more questions? Submit a request