Scale Bank FAQs

Whether you’re exploring a new banking relationship, opening an account, managing payments, or looking for financing, we’re here to help. Browse the questions below to find straightforward answers about business banking, lending, fraud prevention, digital banking tools, and what it is like to work with Scale Bank.

Banking With Scale Bank

Yes, but few are truly built for it. Long-term banking requires real understanding, consistency, and guidance as your business grows. At Scale Bank in Edina, MN, that shows up through honest communication, responsiveness, and a focus on helping clients scale.

You get direct access, faster decisions, and real conversations. Instead of layers of bureaucracy, you work with a team that understands your business and stays engaged in your growth.

 At Scale Bank, headquartered in Edina, MN, and serving Minneapolis, Eden Prairie, and the surrounding Twin Cities, that means you can pick up the phone and reach someone who knows your business, gives you honest answers, and helps you make better decisions as you scale.

At Scale Bank, we take ownership of the entire transition from accounts and payments to integrations and vendor updates, so nothing is missed. More than just switching banks, we’re building a stronger, more scalable foundation for your growth with a team that stays engaged every step of the way.

No. Scale Bank is an independent Minnesota-based bank, formerly Fidelity Bank, with no connection to Fidelity Investments.

Local banks offer faster decisions, direct access, and a relationship-driven approach focused on your business, not just transactions, and at Scale Bank, that means working with a team that knows your business, responds quickly, and stays aligned with your growth.

Our headquarters is in Edina, MN, serving businesses across Minneapolis, Eden Prairie, and the broader Twin Cities metro area.

Account Opening and Branch Information

Yes. Our Edina, MN branch is open Monday through Friday, 9:00 a.m. to 4:00 p.m., with a 24-hour night drop. Stop in to connect with our friendly tellers or speak with your lender. We’re here to help.

Our Edina branch is open Monday through Friday, 9:00 a.m. to 4:00 p.m., with a 24-hour night drop available.

Often, as little as 1–2 days with the right documentation in place. At Scale Bank, we keep the process simple and responsive so you can get up and running quickly without unnecessary delays.

Typically, your EIN, formation documents, operating agreement or bylaws, and valid ID for owners or signers.

Online Banking, Payments, and Account Integration

Yes. Scale Bank integrates with QuickBooks, Xero, and other platforms through Plaid, allowing seamless connections with many ERPs and accounting tools.

Yes. Same-Day ACH is available, with a typical internal cutoff of 12:00 PM Central. Timing and approvals matter, and having a responsive team ensures payments land when expected. At Scale Bank, we make sure your cutoff times are clear and your payments land when they should, with a team that answers the phone and keeps things moving.

We support Same-Day ACH, domestic wires, and integrated payment workflows to move funds quickly with full visibility and control.

ACH is lower cost and used for routine payments, while wires are faster and used for large or time-sensitive transactions.

ACH, recurring payments, batch processing, approvals, and accounting integrations help streamline and control payments.

Real-time access, ACH, mobile deposits, user controls, and integrations with tools like QuickBooks or Xero provide efficiency and visibility, and at Scale Bank, these features are built to work together, giving you better control over your cash and clearer insight into your business.

ACH processes in batches and may be held for verification, especially for large or unusual transactions.

Fraud Prevention and Account Security

Yes, and you should; tools like ACH filters, Positive Pay, and dual approval controls allow you to block unauthorized transactions and control exactly what moves through your account. At Scale Bank, located in Edina, MN, we help you set these up, so you stay protected without slowing your business down.

Strong controls are critical. Dual approvals, authentication, callback verification, and user permissions help stop fraud before it happens.

At Scale Bank, we go further to help ensure your accounts stay secure with ongoing oversight and annual reviews, so your team has the right protections, controls, and training in place as threats evolve.

Positive Pay matches checks and ACH activity against your approved list. Any mismatches are flagged for review before processing, helping prevent fraud.

Yes, but protection also requires awareness. Tools like Positive Pay, ACH filters, and dual approvals help, along with educating your team to recognize fraud early.

Positive Pay, ACH filters, dual approval controls, and third-party Argos Risk monitoring provide layered protection against fraud and unauthorized activity.

Act immediately. Contact your bank, review activity, and secure your account to prevent further issues.

Sometimes, but timing is critical. You need to contact your bank immediately before the funds settle. Working with Scale Bank’s responsive team in Edina, MN can make all the difference.

Business Lending and Financing Options

Yes. As an SBA Preferred Lender, we process loans internally for faster timelines. We support real estate, equipment, acquisitions, refinancing, and working capital with experienced guidance.

Typically, days to a few weeks, depending on complexity. Local decision-making helps move things faster with fewer delays.

Flexible options like a line of credit, invoice factoring through Scale Funding, a division of Scale Bank, or short-term working capital help manage seasonal gaps without restricting growth.

Asset-based loan terms are typically tied to your receivables or inventory, with revolving access to capital and repayment based on how those assets convert to cash.

An SBA loan is government-backed financing with longer terms and lower down payments, designed to help businesses access capital more easily.

A loan is a lump sum with fixed payments. A line of credit is flexible; you draw as needed and pay interest only on what you use.

Factoring turns invoices into immediate cash with no new debt, while loans and lines of credit require repayment over time. Scale Funding, a division of Scale Bank, provides a flexible factoring option when cash flow timing is the challenge.

Business Credit and Alternative Funding Questions

Start with an EIN, business account, and vendors that report to credit bureaus. Consistent, on-time payments are key. The right setup early builds long-term credibility.

On-time payments, responsible credit use, and consistent cash flow are the biggest drivers of a strong business credit profile.

An MCA is an advance on future sales, not a traditional loan. It’s fast but often more expensive and can strain cash flow compared to structured financing. Scale Bank does not offer MCAs.

Only when speed is critical and other options aren’t available. More structured financing is typically better for long-term stability. Scale Bank does not offer cash advances.

Don’t just bank.
Do more at Scale.