My bank feed keeps getting disconnected!

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What to do when your bank feed’s connection is disconnected more than once in a single week, even after one or more attempts to reconnect the feed.

Click on the Name of your Business in the top right corner of your ScaleFactor home page, and click on the Settings option from the drop down menu.

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Click on the Accounts tab.

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Under the Bank and Credit Card Accounts section, select the Link Bank Account button on the right side of the screen.

 

You will see a pop-up window informing you that ScaleFactor used Plaid to link your account. Click Continue.

 

Type the name of the banking institution that you are connecting to the search box, and select the corresponding bank from the list.



Enter your banking credentials into the Plaid window to connect your banking institution to ScaleFactor.  Depending on the banking institution, you may be asked to enter answers to security questions or provide an authentication code.

 

If connection is successful:

  • You will be asked in the pop-up window if you would like to allow access to the bank account. Click Allow.
  • Once connected, alert the ScaleFactor team that the banking institution has been attached to ScaleFactor by contacting your account representatives.  Click Here to see how to contact your account representatives.

 

If the connection is unsuccessful: 

  • Please alert the ScaleFactor team of the error and be sure to provide a timestamp of when the error occurred by contacting your account representatives.  Click Here to see how to contact your account representatives.



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