---
title: Bank Account Integration via Plaid
description: Bank Account Integration via Plaid
---

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# 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/](https://www.app.cascadedebt.com/)
2. Click on Administration \> Under Banking \> click on Add Account ![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/image-png-Jan-08-2025-12-36-48-5968-PM.png?width=688&height=474&name=image-png-Jan-08-2025-12-36-48-5968-PM.png)
3. On the Add Bank Account pop-up box \> Click on Connect via Plaid![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/image-png-Jan-08-2025-12-37-53-7057-PM.png?width=688&height=525&name=image-png-Jan-08-2025-12-37-53-7057-PM.png)
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 ![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/image-png-Jan-08-2025-12-39-21-0997-PM.png?width=565&height=714&name=image-png-Jan-08-2025-12-39-21-0997-PM.png)
5. Click Continue                                                             ![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/image-png-Jan-08-2025-12-40-17-7954-PM.png?width=353&height=607&name=image-png-Jan-08-2025-12-40-17-7954-PM.png)
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

 

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