Integrations
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      1. Cascade Debt Knowledge Base
      2. Integrations

      Bank Account Integration via Plaid

      Customers can set up Plaid integration to connect their bank accounts to the Cascade Debt portal

      Bank Account - Plaid

      1. Login to https://www.app.cascadedebt.com/

      2. Click on Administration > Under Banking > click on Add Account

      3. On the Add Bank Account pop-up box > Click on Connect via Plaid

      4. Input Entity Ownership by entering a name without any spaces (eg. CascadeDebt) >  Input relevant Email Address with banking permissions and click on Add > Click on one of the Use option > hit Next

      5. Click Continue                                                             

      6. Input phone number

      7. Type in the banking institution name and search for it > continue with the bank’s instructions on how to connect via Plaid