How to Connect to Plaid

 

To connect with Plaid, first navigate to the Shop Editor tab on the left-hand side of your screen. Scroll down and select Set up your payment methods. You will see two options for payment methods: Stripe and Plaid. Click Connect with Plaid on the right of your screen.

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Next, search for your banking institution in the search bar and select.

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Then enter your banking credentials and verify your identity (if needed). 

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Your bank account should appear on the screen. Select your account and hit Continue.

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When you receive the Success message, your bank account has been successfully linked.

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Finally, return to the Well ProZ provider portal. Again navigate to the Shop Editor tab on the left. Scroll down and select Set up your payment methods. You should now see a green button on the right of your screen next to Plaid that says "Connected with Plaid".

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