How do I add financial accounts to my Plaid Portal?

Want to see all your bank and financial accounts in one place? With the Plaid Portal, it’s easy to add accounts you’ve connected to apps that use Plaid. Once added, you can see which apps have access and manage your connections in one secure spot.

Follow these steps to add your bank and financial accounts:

1. Log in to your Plaid Portal.
2. Click the Accounts tab.
3. Select the + Add account button.
4. Click Continue to start the secure connection process.
5. Search for and select your financial institution (like your bank or credit card).
6. Sign in using your bank login info when prompted.
7. Once Plaid confirms your account, click Add account to finish.

That’s it! Your account will now show up in your Plaid Portal under the “Accounts” tab. This will allow you to see apps connected to those accounts and keep track of your connections all in one place. 

Sometimes, Plaid offers more than one way to connect to the same financial account. If you go through the process more than once using different methods, the same account might show up twice.