How to Connect Your Bank with Plaid
Why we ask you to connect
Quickie underwrites business cash flow. A secure bank connection (via Plaid) lets us read deposit patterns and account health without you photographing months of statements.
What Plaid is
Plaid is a widely used financial data service. Quickie does not see or store your bank login. The connection is designed to be read-only for underwriting and servicing needs described in your consents and agreement.
How to connect
- In the apply or portal flow, choose Connect bank.
- Pick your institution and sign in through Plaid’s secure window.
- Select the business operating account that receives revenue.
- Confirm — you should return to Quickie with a successful connection status.
Common snags
- Wrong account type — Personal-only or fintech wallets may not underwrite cleanly. Prefer a traditional business checking account.
- Institution outage — Try again later or another linked business bank if you have one.
- MFA / app approval — Finish the bank’s second-factor prompt in the Plaid window.
- Multiple entities — Connect the account that matches the business on the application.
Privacy and control
You authorize the connection as part of the application. For privacy requests or security concerns, contact support@tryquickie.com — it routes to the right specialist.
Connecting is usually the fastest way to see real options — still subject to underwriting, never a guarantee of approval.
FAQ
Is it safe to connect my bank?
Bank connections run through Plaid so Quickie does not receive your bank password. Data is protected with industry-standard encryption. You should still only connect on the official Quickie flow.
Can I upload statements instead?
Plaid is preferred for speed. Document uploads may be requested or used when a live connection is not available — timing can be slower.