Connect Bank Account Through Plaid | Scribe

    Connect Bank Account Through Plaid

    • 0 step |
    • 2 minutes

      Connect Account

      Click "Banking"
      Click "Banking"
      Click "Toggle Dropdown" arrow
      Click "Connect Account"
      Search for institution and then select
      Click "Allow"
      Click "Continue"
      Login into your Institution
      Select the corresponding account you are wanting to connect
      Click "Authorize"
      Click "Continue"

      Link Account with General Ledger Account

      Click here on the account to be connected to a GL
      Search and select the GL account you want connected with the bank account
      Click "Save"
      Click "OK"
      You should now see a Balance on on both the Bank Account and Brokerage Engine Account
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