Connect Bank Accounts 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

Setup workflow

Step 1

Open Connections and choose Bank Accounts

In Truewind, go to Connections and switch to the Bank Accounts tab.

Step 2

Set the transaction date range

Review the start and end dates so the new connection imports the window of activity you need.

Step 3

Complete the Plaid institution flow

Use the embedded Plaid flow to sign in to the bank, select the accounts you want, and authorize the connection.

Step 4

Return to Truewind and confirm the accounts

After Plaid closes, confirm the selected bank accounts now appear in the current Bank Accounts workflow.

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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