Select your bank from the list of institutions. If you don't see your bank name, type it into the search bar.

Select 'Continue' to be prompted to log into your online banking. 

Click the "User ID" field. You will use the same username and password you use to access your online banking on the institutions website.

Once you have entered your online banking login information, click Submit to proceed in syncing your accounts with your leapflan.

For your protection, Bank of America must confirm your identity and obtain your consent before sharing your online account information.
User ID
Password
Submit
Cancel
For help with your User ID or Password, please go to www.bankofamerica.com or the Mobile Banking app.

All Accounts synced will now be viewable when clicking 'Accounts' in the left hand navigation menu.

As a reminder- each account added via the Stripe integration will also need to be added as an 'Account' to the proper Resource within your greater leafplan. You can see below, the 34 Bayshore (bank) Account has also been added as an Account to the 34 Bayshore Boulevard Assets/Personal Residence Resource.

Stripe

Leafplanner

Bankofamerica

app.leafplanner.com

js.stripe.com

secure.bankofamerica.com

leafplanner implemented an integration with Stripe. This integration allows you to sign into your online banking platform, and easily sync your bank accounts to your leafplan. Importing accounts to leafplanner with Stripe simply carries over your high level account information, not actual balances or passwords.

How to Sync Accounts with Stripe