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Support Center / Bank Transactions / Bank Connections

Connect a bank account via Plaid

Connect bank accounts through Plaid when the institution is supported there, resulting in the selected accounts appearing in the Bank Accounts workflow.

Workflow

Step 1

Open Bookkeeping > Bank Transactions

Start in Truewind on Bookkeeping > Bank Transactions, then click on Manage bank accounts button.

Screenshot showing use the Bookkeeping module to reach the bank connection controls for this client

Step 2

On Bank Accounts, select Connect account via Plaid

Once there, click on the button Connect account via Plaid

Screenshot showing the bank-feed connection actions live inside the Bank Transactions workspace

Step 3

Select Transaction History Period

Select a Start data and End date for the transaction history period that will be requested to Plaid. Once ready, click on the Connect Account button.

Screenshot showing start the Plaid connection flow only when you are ready to authorize the client bank

Step 4

Continue with Plaid

Truewind connects bank account with Plaid. Click on Continue.

Step 5

Continue as guest

Skip the optional phone-number prompt unless the institution specifically requires it for this connection.

Step 6

Search for the bank

Find the exact institution name so Plaid can route you to the right authentication flow.

Step 7

Choose the bank account

Pick the exact institution or account path you want Plaid to authorize for this connection.

Step 8

Enter the bank account log in credentials - email, password

Input the bank account log in credentials - email, password.

Step 9

Submit the selection

Send the chosen institution back to Plaid so it can begin verification.

Step 10

Approve the bank verification

Plaid sends you to the bank site so the institution can confirm the connection with its own controls.

Screenshot showing The page will direct you to the digital bank page for confirmation

Step 11

Continue

Move to the next Plaid screen only after the current verification step is complete.

Step 12

Connect the selected accounts

Return the authorized accounts to Truewind so they can be mapped and synced.

Screenshot showing Click Connect my account(s)

Step 13

Enter the 2FA phone number

Back on the Plaid screen, provide the phone number only if the bank requires a second-factor challenge to finish setup.

Screenshot showing Then it goes back to Truewind Plaid connection page. Input your phone number here for 2FA

Step 14

Save the connection

Persist the Plaid result in Truewind so the new bank feed appears in the account list.

If Plaid does not support your institution

Use the Finicity path from the same Bank Accounts tab when your institution is unavailable in Plaid.

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