You need to keep at least one business checking account connected so that we can send funds when you draw on your credit line, and debit funds when it comes time to make payments. If you agree, transactional information from your account(s) may also be included in reviews of your credit limit.
If your account becomes disconnected, we’ll let you know and help you reconnect it.
Common reasons for bank account disconnections
- If you have changed your username or password on your bank site
- Multi-factor authentication (MFA) from your bank
How to reconnect
In either case, you should see the option to reconnect in your dashboard, either on a banner at the top of your dashboard or from the Data Sources area of your dashboard. To reconnect, follow these steps:
- Click on “Reconnect”
- Enter your current bank username and password—don’t worry, we do not have access to your credentials.
- If you have MFA enabled on your bank account, you will be prompted to enter this information. Depending on how MFA is set up with your bank, you may be prompted to choose how you’d like to receive your MFA code. Important: This information must be entered within 2 minutes of being prompted.
During the reconnection process, it is important not to close out of any windows that mention not to close the window as this may interrupt the reconnection.
Tips for troubleshooting:
In the event you’re experiencing trouble, please try these troubleshooting steps to get your account back in sync.
- Verify your login credentials: Try logging into your online bank portal to verify that you are using the correct login credentials. If you’re able to successfully login, then you should be able to reconnect via your Fundbox dashboard by entering those same credentials. If not, try updating your password and log back in.
- Don't use autofill: When trying to reconnect via your Fundbox dashboard, please make sure that you are typing in your bank login credentials instead of having them autofilled by your web browser.
- Too many login attempts: Your account may be locked. This usually results from too many unsuccessful login attempts in a short period of time. Please visit your bank site or contact its customer support to resolve this issue. Then try to reconnect through your dashboard.
- If possible, login through a desktop, rather than mobile: Your bank may have new terms and conditions, a new policy, or an update required for you to see before unlocking your account. Please log in to the site and read and accept the Terms & Conditions or check to see if there are any important updates that are preventing your bank account from syncing.
- Your bank account may be locked: This usually results from too many unsuccessful login attempts in a short period of time. Please visit your bank site or contact its Customer Support to resolve this issue. Then try to reconnect through your dashboard.
- Ensure there is nothing in your bank portal that needs your attention: Your bank may have new Terms and Conditions, a new policy, or need updated information from you before you’re able to reconnect.. Please log in to the site and check to see if there are any important updates that are preventing your bank account from syncing.
Other reasons for bank disconnections:
- We may not support your bank.
- You may have more than one routing number. Make sure you’re entering the paper/electronic routing number and not the wire routing number.
- MFA requirements on your bank's end
- Provider error that needs to be escalated through our technical support team
- Bank updates that impact all customer base
If you do not see the option to reconnect from your dashboard, give us a call and we’ll do our best to get your account reconnected.. You can reach us at support@fundbox.com or (855) 572-7707, Monday–Friday, 8am–8pm ET.