Click the top button that says ‘Sign in with your bank login’.
Click ‘Continue’.
Use the search field to search for the financial institution that you want to link.
Please note: Accounts previously connected to Plaid will auto-populate.
Tap on your financial institution once you find it in the search.
Enter your User ID and Password for the account you are linking and click ‘Submit’.
Confirm where you want your security code sent to verify your identity and click ‘Continue’.
Enter your security code and click ‘Submit’.
If the security information is verified successfully, you’ll receive confirmation that your external account has been submitted successfully. You may enter an account nickname and click ‘Done’.
Once you click ‘done’, you’ll be routed back to your payment screen to continue scheduling a payment.
