Connect a bank account

Connect a bank account

Clearco requires users to connect their bank accounts through Plaid to be eligible for funding. This requirement results in the most accurate funding offers and pricing for our customers. To learn more about the benefits of Plaid, visit their website here.

How to Add a Bank Account

  1. Access the bank accounts page here

  2. Click Add Bank Account as shown below:

  3. Select or search for your Banking Institution as shown below:

  4. Provide your Bank Account’s Routing Number:

  5. Proceed through the Plaid requests to finalize the connection of your Bank Account

Frequently Asked Questions

How do I connect a bank account to Plaid?

  1. Access the bank accounts page here
  2. Click Add Bank Account
  3. Select your Banking Institution
  4. Provide your Bank Account’s Routing Number.
  5. Finalize the connection through Plaid requests.

How do I find my bank institution?

  1. Navigate to Business profile.
  2. Click Bank accounts.
  3. Search for your bank institution in the search field.

How do I find my bank account’s routing number?

Please refer to this article for assistance.

Which bank accounts should be connected?

It is recommended that all bank accounts associated with your business are connected for accurate offers and pricing.

My connected bank account is now Not Connected, what does this mean?

When a Plaid-connected bank connection becomes disconnected, it might be due to updated security protocols or changes in your online banking credentials.

How do I reauthorize an account that is Not Connected?

  1. Click Reauthorize connection on the row of the account.
  2. Follow the prompts to log in and reauthorize the account.

If my bank is not supported by Plaid, how do I connect my bank account?

You will need to manually provide bank account information and a void check to verify the routing number. After that, you'll need to upload the last 6 months of bank statements for the added account.

How to sign an ACH

Once you have successfully connected a bank account, the next step is to sign an ACH agreement for Clearco to debit the account through ACH payments. You will see a prompt to sign the ACH agreement, and an email will also be sent to the authorized signatory.

For more information on Plaid, visit Plaid’s Help Center here.

For assistance with your connected bank account(s), please visit this article.

If you need further assistance, please email support@clear.co.