Connecting your business bank account lets us understand the financial position of your business, so we can offer facility limits and products that suit you.
Keeping your connection active also helps ensure your information remains up to date, removing the need to complete annual reviews.
- Keep your funds ready to access when you need them.
- Review your credit limit for additional funds without reapplying.
- Be matched to new products that may suit your business.
- Avoid the need for annual reviews.
Why do I need to connect my bank account?
To set up your account and provide a limit, we need to assess your business transaction data. Your limit is provided based on this information, so a connection is essential.
Is it safe to connect my bank account?
Yes. Your banking data is encrypted, handled in line with Australian privacy laws, and provided to Shift in a secure, read-only format. We can see your transaction history, but we can’t ever move money or make changes to your account.
Why does my account need to stay connected?
Maintaining an active connection helps keep your information up to date, reduces admin and removes the need for annual reviews.
Need assistance?
Our friendly team is here to assist you. Please contact us on 1300 249 649 from Monday to Friday (8:00am – 7:00pm AET) and Saturday (9:00am – 2:00pm AET) or email contact@shift.com.au.