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.

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

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

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

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

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".