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What if I'm having trouble connecting my bank account in my application?

Generally, this can occur when your financial institution isn't well-recognized or when your bank login requires dual step authentication, so you'll need to enter your bank details manually.

You can manually enter your bank information into your application using the steps below:

  • In the "Let's complete your financial profile" section, click on the "+ Account(s)" button
  • Hit "continue"
  • Type your bank name into the search bar, do not click your bank name if it appears
  • Scroll to the bottom the search results until you see a "Don't see your bank?", click the "I can't find my bank" button.

You should be prompted to manually enter your bank name, account type, and estimated account balance to move forward. Please note, once you've submitted your application, we will likely request bank statements be uploaded to verify the accounts.

Please do not send us your account or routing number, or any other sensitive information via email. If you encounter any other issues please reach out directly to our Client Happiness Team. If you would like to understand why we ask to connect your financial account electronically check out this article

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