Bank Connections

Prepare Chase access correctly before you connect or reconnect Chase bank accounts in Truewind.

Use the current Bank Accounts connection flow to connect an institution through Finicity when Plaid is not the right option.

Use the current Plaid flow from Connections to connect supported bank accounts and bring them into Truewind.

Add a new bank account from the current Bank Accounts connection workflow and verify it is ready for review.

Link each connected bank account to the correct ledger account so Bank Transactions can load and reconcile correctly.

Use the current Bank Accounts management workflow to disable, deactivate, or otherwise remove a bank account from active use.