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!