How to: Link Accounts Using Plaid
Important Notes
- Connect does not store any account credentials.
- Account owners / authorized representative are responsible for updating the account credentials.
- Only users with the authorized security groups can see this feature.
- To get access to this feature, please contact support@bigchip.ca.
- Click the Settings icon in the navigation menu
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Click the Plaid Admin tab
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Click the Link Account button in the ribbon
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Click the Continue as guest button
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Select a bank account from the list of Banks or Search for one in the Search field
- Enter your banking credentials in the text field
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Click the Submit button
- Select an appropriate bank or visa account to link
- The account will show up in the Plaid Admin tab
