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
Click the Plaid Admin tab
Click the Link Account button in the ribbon
Click the Continue as guest button
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
Click the Submit button
- Select an appropriate bank or visa account to link
- The account will show up in the Plaid Admin tab
