Here’s how to verify your client’s bank account with Plaid, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Hover over the gear icon and select “Payment Details” from the fly out menu.
Step 2: Click on the “Update Bank Account” button.
Step 3: Click on the “Verify Instantly with Plaid” button.
Step 4: Click on the “Continue” button.
Step 5: Search for or select your client’s bank.
Step 6: Enter the Online ID and Password provided by your client.
Click on the “Submit” button to continue.
Step 7: Select the preferred account and click on the “Continue” button.
Now you can instantly verify your client’s bank account with Plaid!