- 23 Dec 2024
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Link a Card or Bank Account
- Updated on 23 Dec 2024
- 1 Minute to read
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Unfortunately, Plaid does not support all banks or cards for linking.
To link a card or bank account
Mobile App
Tap the gear icon (top-left)
Tap "Connected Accounts"
Tap "Sync Bank or Card Purchases"
Select or search for your bank institution
Enter your bank account login details
Select the bank accounts you want to sync transactions with
Tap "Save"
After linking a bank account, transactions up to the past 12 months will be synced and available for review in the "Transactions" tab (“New Transactions”). For older transactions, please contact support to import a CSV file of transactions.
Click [here] for a guide on reviewing transactions.
Web App
At the moment, this feature is only available through our Mobile App
To unlink a card or bank account
Mobile App
Tap the gear icon
Tap "Connected Accounts"
Tap the bank account you want to unlink
Tap "Disconnect Account"
Tap "Unlink Account"
Bank transactions in review will be hidden until the bank account is relinked.
Web App
At the moment, this feature is only available through our Mobile App