Customer Portal

Application

• What is the difference between a Lead and an Application?
• Can I submit an application even if I don't own 100% of the business?
• What if my business has multiple owners?
• How can I go back to finish my application?
• What information is necessary to submit my application for review?

Documents

• How can I upload the documents requested?

Electronic Bank enrollment

• How many months does Plaid return of banking history?
• How can I connect my bank account?

Mobile Access

• Can I access Customer Portal from my phone?