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 > Integrations by clicking on the gear icon.

  2. Select Link business accounts to sync your bank account(s) via Plaid, our technology partner.

  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.

    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.


Alternate solution

If you're unable to find your bank via Plaid, we offer an alternate solution through Finicity. Follow the steps below to connect via Finicity:

  1. Navigate again to Settings > Integrations by clicking on the gear icon.

  2. Select Try alternative linking option.

  3. Search for your bank in the list and follow the steps to complete the sign up process.

Finicity bank connection popup window

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

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