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Can I connect SVB alongside other accounts?

Yes. Data Sources supports multiple connections, and the Reconciliations dashboard groups accounts by source, so SVB sits alongside your cards, Stripe, and anything connected through Plaid. Reconcile the operating account first, then cards, then processors.

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Check your EIN confirmation letter (CP 575) first. If that is gone, look at a previously filed tax return, a business bank account application, or any 1099 you have issued. Your bank or your payroll provider will also have it on file.

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