Adding a bank account 🏦
Anna Briggs avatar
Written by Anna Briggs
Updated over a week ago

In order to pay a bill through Settle, you'll need to connect a bank account. Settle uses both Plaid and Finicity to create a secure connection with your bank in a couple of simple steps:

  1. Make sure you're logged into Settle, then head to Settings > Bank accounts

  2. Connect using Plaid or Finicity (depending on which one supports your banking institution)

  3. Click Continue.

    Connect to your bank with Plaid popup window

  4. Search for your bank in the list and follow the login instructions to complete the set up process. *Please note, the connection will only be successful when logging in with the credentials of an admin on the bank account.*

    select your bank account with Plaid popup window

5. Once your bank is set up successfully, you can select a specific bank as your default bank account. If you select Send and Receive within the field, toggle over the three dots and select set as default receiving or default pay-from.

Note: If you're still unable to link your bank account with Settle through either integration, or encounter any other issues during the linking process, reach out to and we'll be happy to assist.

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