Bank Account Integration via Plaid

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