Log in to your My D&B Portal with your email and password and click on Small Business Financing on the left-hand side.

In the Documents section of your application, select Connect Bank.

Select Connect.

Enter your financial institution in the search bar. Once you find it, select it. If you cannot find your bank, it’s possible they have not yet integrated with Finicity.

Select Next.

Enter your Banking User ID and Password and select Secure Sign-in. If you’ve forgotten your sign-in, select Forgot sign-in.

Review your account (you’re able to add more than one bank account), then select Submit.

Your business bank account will appear within your application, then select Sync Account.

Select Review Application.

If you’re happy with the details you provided in your application, select Submit Application.

You’ve successfully submitted your application.