R365 supports the connection of several banks. To determine if your bank is supported, follow the process outlined below.
Step 1: Manage Bank Connections
Open up the Bank Activity window and click 'Manage Bank Connections'. This will open a modal with your current bank connections. Click the 'Add Bank' buttonto browse a listing of all available banks supported by R365.
Step 2: Search Listing
The 'Select a Site' modal will open where you can view the thumbnails of several supported banks. If you cannot find your bank among the provided thumbnails, enter the name of the bank in the 'Don't see your institution? Search here.' search bar.
This search bar includes a list of all banks supported by R365. To see if your bank is supported by R365, begin typing in the exact bank name and URL provided by the bank.