Step 1: Go to your Org Settings (accessible from your left-screen menu) and scroll to the section titled Bank Account. Click ‘Connect Your Bank’.

Step 2: Click ‘Link with Plaid’

Step 3: Click View Agreement to review the terms and conditions. Select the radio button and click ‘Agree & Continue with Plaid’ to accept the terms and conditions.

Step 4: Follow the on-screen instructions from Plaid, including accepting Plaid’s terms and conditions and entering your username and password for your organization’s bank account.

Step 5: You will see your bank account information. If this is correct, click ‘Confirm & Connect Bank Account’.

Step 6: All done!

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