Summary
Resolve uses insight into your financial health in order to assign you the highest maximum advance limit possible. We recommend linking your bank accounts directly via our Plaid integration; however, if you are unable to do so, you can manually add information about your financial accounts and upload the latest bank statement each month. This article describes how to add a financial account and upload bank statements for it.
Steps:
1. Add your financial accounts:
- Navigate to the "Financial Accounts" tab in your Settings page.
- Click on "Manually add financial account."
- Enter the required information about your financial account.
2. Upload bank statements:
- For each financial account you add, upload the bank statement for the indicated month.
- You will receive an email reminder at the beginning of each month to upload the previous month's statement.
3. Manage your financial accounts:
- You can add as many financial accounts as needed.
- You can edit or remove information for any financial account.
- If you need to re-upload a bank statement, click on the action to do so in the kebab menu.
Troubleshooting
If you run into any issues uploading your bank statements please reach out to your assigned Customer Success Manager or our support team. Because our Risk team uses this data to provide you with the largest maximum advance limit possible, failure to upload bank statements in a timely manner may result paused payouts or a reduced advanced limit.
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