Connect a bank or credit card account 🏦

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Link your ScaleFactor account to a bank account.

To link a bank account or credit card to ScaleFactor, click your business name in the upper-right corner and select Settings from the drop down menu.

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Next, click the Accounts tab.

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Under Bank and Credit Card Accounts, click the Link Bank Account button. ScaleFactor uses Plaid to link bank accounts, protecting all of your information and keeping your login credentials private.

Select your bank from the options provided or by searching for it. Log in to your bank and follow the remaining steps to link your account.

Here's a quick video to guide you through the steps:

 

 

Can't find your bank? We're here to help.

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