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