Customers can set up Plaid integration to connect their bank accounts to the Cascade Debt portal
Bank Account - Plaid
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Login to https://www.app.cascadedebt.com/
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Click on Administration > Under Banking > click on Add Account
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On the Add Bank Account pop-up box > Click on Connect via Plaid
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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
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Click Continue
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Input phone number
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Type in the banking institution name and search for it > continue with the bank’s instructions on how to connect via Plaid