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Connect Bank Account Through Plaid
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Connect Account
Link Account with General Ledger Account
Connect Account
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Click "Banking"
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Click "Banking"
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Click "Toggle Dropdown" arrow
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Click "Connect Account"
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Search for institution and then select
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Click "Allow"
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Click "Continue"
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Login into your Institution
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Select the corresponding account you are wanting to connect
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Click "Authorize"
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Click "Continue"
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Link Account with General Ledger Account
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Click here on the account to be connected to a GL
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Search and select the GL account you want connected with the bank account
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Click "Save"
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Click "OK"
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You should now see a Balance on on both the Bank Account and Brokerage Engine Account
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