If you want Resolve to access additional account information, you can link a financial account or add a financial account manually. This allows Resolve to better serve your business needs and provide necessary information for credit and risk reviews. With additional information, Resolve could increase your credit limits.
Link a financial account
New accounts
- During the net terms application process, you will be presented with the option to connect with Plaid.
Existing accounts
- Go to the Financial accounts of your dashboard and select Link financial account with Plaid.
Manually add a financial account
If your banking institution is unsupported by Plaid or you prefer not to link your accounts directly with Plaid, you may add your financial account manually and upload bank statements.
- Go to the Financial accounts page of your dashboard and select Manually add financial account
- Enter basic account details
- Click Upload documents and upload bank statements for the account
You can manually add as many accounts as necessary.
Can I revoke consent to access my financial data?
At any time, you can revoke your consent by visiting your Financial accounts and clicking Unlink. After you revoke your consent, we stop obtaining your account data.
Choosing not to link a financial account, or unlinking one, might make you ineligible to qualify for net terms.
Resolve's technology partners
We work with third-party data aggregators, namely Plaid, to obtain the data you’ve agreed to share with us. When you enter your login credentials in the credential dialog, you might be sharing this information with Plaid, or otherwise allowing these third-party data aggregators access to your accounts. Plaid uses your login details or your authorization to continually access your account data and provide this data to Resolve and other trusted entities authorized by you to receive it.
Click here to learn more about Plaid's security and privacy standards.
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