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Connecting your bank account with Plaid
Connecting your bank account with Plaid

When connecting your bank account, we recommend linking a checking account, rather than a savings account, to avoid transfer reversals.

Cesar Restrepo avatar
Written by Cesar Restrepo
Updated over a week ago

Connecting your bank account via Plaid is safe and simple.

We partner with Plaid, a financial services company that powers fintech and digital finance products. Its technology enables you to securely connect your financial accounts to

Just enter the login credentials associated with the bank account you want to connect. The name on the app account and bank account must match in order to successfully link.

How to link a major bank in your iOS or Android app

  1. Tap Account Settings in the upper left corner of your initial dashboard

  2. Select Bank Account

  3. Tap Connect Bank Account to use Plaid

  4. Follow the on-screen instructions

Once you’ve successfully connected your bank account, you will receive a confirmation email letting you know that your account is ready to be funded.

Please keep in mind that bank accounts can be connected immediately, but if assistance is required it could take 3 to 5 business days.

Still have questions? Contact our support center by messaging our chatbox or emailing us at [email protected].

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