Bank Connect

A connected and verified bank account is required before funding can be released on a loan.  This bank account will be used to automatically assess monthly payments for your Wunder loan on an ongoing basis. This page provides a step-by-step guide for how to navigate the bank connect process using Wunder’s portal. 

 

Connecting an Account

Step 1 - Log into your Wunder portal account. For more information on how to create a Wunder portal account, see Setting Up and Account. 

Step 2 - Find your Deal. Once you log in, select the Deal for which you need to configure a bank account.

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Step 3 - Connect Your Bank Account. Under the Financing tab, find the 'Connect A Bank Account' prompt. This will launch the Plaid verification process where you will be asked for your Bank login credentials.

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Plaid will walk you through several prompts to submit your bank credentials and add your account.

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Step 4 - Assign Your Bank Account. Once you've connected your bank account, ensure that the account is verified and assigned as the primary payment account for your loan(s) so that loan payments will be automatically transacted through the bank account. To check, navigate to your Deal, and under the Financing Tab > Active Loan > You should see your masked bank account number with a 'Verified' and 'Primary Account' flag.

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Completing Financial Information

Our banking compliance requires that we also collection financial contact information for your organization.

Step 1 - Log into your Wunder portal account. For more information on how to create a Wunder portal account, see Setting Up and Account.

Step 2 - Find your Organization. Once you log in, select the Organizations header at the top of the page and find your Borrower organization.

Step 3 - Complete Organization Profile. Click 'Get Started' to complete your profile. You'll be asked for information including name, phone number, and email of your organization's financial point-of-contact.

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