How to instantly connect your business bank account:
Go to the Bank Accounts section under the Company tab
Click Add bank account
Select or search your bank from the list
Connect your account and fill out the banking information requested
After this, your bank account should be instantly verified and automatically connected.
ℹ️ Important note: We recommend customers use Plaid’s automatic connection. If you’re unable to automatically connect your business bank account, please follow the steps below.
If your bank doesn’t support instant verification or you explicitly choose to verify the bank account with the account number and routing number, you will have to manually connect the account.
How to manually connect your business bank account:
Go to the Bank Accounts section under the Company tab
Click Add bank account
Connect your bank account to Plaid
Select the Link with account numbers option
Fill out the banking information requested
Authorize the deposit and wait 24h
Once the bank account is successfully connected, you'll see a Verify deposit button in your Plane account. Click on it and enter the code from the deposit you received.
If the connection isn’t unsuccessful, we’ll email you with the next steps.
While waiting for the verification, the bank account will show as Pending verification on the platform:
Questions?
We’re here to help! You can find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.