How do I set up my bank account as a payment method?

Here’s how to setup bank account to be used as a payment method, starting from your Dashboard. Step-by-step instructions are below:


Step-by-Step Guide:

Step 1: Click on the arrow next to profile and select “Billing Information” from the drop-down menu.


Step 2: Click on the “Manage or Verify Bank Account” button.


Step 3: Click on the “Add US Bank Account with Instant Verification” button.


Step 4: Click on the “Continue” button.


Step 5: Search for or select your bank.


Step 6: Enter your Online ID and Password.

Click on the “Submit” button to continue.


Step 7: Select your preferred account and click on the “Continue” button.



Now you can verify your bank account instantly with Plaid!

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