Reconnecting your direct bank connection

Note: This article is specifically for reconnecting a dropped bank connection. For more elaborate details regarding bank connections, please see the Ramp bank connections overview.

Overview

Your company bank account may have disconnected due to the expiration of the bank link, an additional security measure banks take. When a connection issue occurs, the connection provider reports a status or error to Ramp, which Ramp presents to you in plain language.

How to resolve

  1. Open Banking Accounts and find the linked account.
  2. Open its row ⋯ menu and select Reconnect when offered. Reconnecting requires permission to manage linked bank accounts. If the action is unavailable, ask a Ramp Admin to review your access and the connection's status.
  3. Follow the connection provider's prompts.

You can also open Connections to review bank connections. This opens the Needs attention drawer; access requires permission to view linked bank accounts. When you select Reconnect there, Ramp opens the Connection wizard or starts reconnection directly, depending on the issue. The wizard may direct you to sign in to your bank's website.

Switch a direct connection to manual

If your direct connection cannot be restored, check the linked account's row ⋯ menu in Banking Accounts for Switch to manual connection. The option can also appear in Settings for that account. It requires linked-account management access and is not offered for every account.

When offered, open the option, upload the bank statement PDF requested by the form, and select Submit statement. Follow bank statement upload requirements for future requests. If the option is unavailable, ask a Ramp Admin to review the connection rather than adding a duplicate account.