Connecting a bank account uses the ACH system to process your transactions. Here's a step-by-step guide on how to add your bank with our Plaid integration.
Step 1: Choose Add your funding source from the account settings page
Step 2: Select Bank Account and choose Connect Bank Account
Step 3: Search & select your bank
Step 4: Enter the login information from your bank account
Privacy does not obtain or store your bank login information anywhere on our systems, and you can change your bank login credentials at any time without interrupting your use of Privacy Cards.
Step 5: Wait a few moments...now you're in!
I don't see my bank on the list. Now what?
Although we support thousands of US banks and credit unions through Plaid, it's possible yours isn't on the list. If that's the case, you can try adding the same funding source using your debit card.
Why does this process ask for my bank login info?
To create a secure connection to your bank account that allows us to process transactions on your behalf, we ask that you log in to your bank’s online portal through Plaid’s integration.
Once Plaid verifies those login credentials and is able to view the bank account, Plaid securely transmits information (such as the account and routing number) to Privacy so that we can process your transactions.
To learn more about how Privacy and Plaid work together, check out our blog post.
Still having trouble connecting your bank account? Please write to us using this submission form!