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Connections / Bank Connections

Create a New Bank Account in Bank Connections

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

Workflow

Setup workflow

Step 1

Go to Connections and switch to the Bank Accounts tab.

Step 2

Set the starting and ending dates that should be used when the new bank account begins syncing into Truewind.

Step 3

Use the embedded Plaid flow or the Finicity fallback to connect the new bank account.

Step 4

In the external connection flow, select the specific bank accounts that should be added for this organization.

Step 5

Return to Truewind and verify the new bank account appears with the expected name, balance context, and status.

After the account appears, finish any required chart-of-accounts mapping so the Bank Transactions workflow can use it.

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