To link your Current Account to Plaid, follow these steps:
1. Open the Plaid app or go to the Plaid website on your computer.
2. In the search bar, type “Current” to find the Current Account integration in Plaid.
3. Once you find the Current Account integration, click on it to proceed with the linking process.
4. On the next screen, you will be prompted to enter your phone number. Make sure to enter your phone number accurately, with or without dashes.
5. After entering your phone number, click on the “Send Code” button. Plaid will send a 7-digit verification code to the phone number you provided via SMS.
6. Check your phone for the SMS containing the verification code. Enter this code in the designated field on the Plaid website or app.
7. Once you have entered the verification code correctly, a screen should appear displaying your active accounts.
8. Look for your Individual Current Account among the list of accounts shown on the screen. It should be labeled with the name of your bank or financial institution.
9. Select your Individual Current Account by clicking on it. This will initiate the linking process between your Current Account and Plaid.
10. Follow any additional prompts or instructions provided by Plaid to complete the account linking process.
By following these steps, you should be able to successfully link your Current Account to Plaid. Once linked, you can enjoy the benefits and features offered by Plaid to manage your finances more effectively.