Click Bank login to login to your other bank using Plaid’s secure connection
Click Continue
Enter your phone number then click Continue or click Continue as guest
Select the bank that you’d like to sign in to for the initial deposit then follow the on-screen prompts to enter your login credentials for the other bank’s online banking
A success message displays along with all the accounts at your other institution that are available to use for your initial funding. Continue to initial deposit screen to enter your deposit amount and select the account you wish to transfer from
Initial Deposit Funding with ACH Transfer
Click Use an account to initiate an ACH transfer from your account at another bank
Enter your Driver’s License number and issuing state, select the type of account you wish to transfer from (checking or savings), then enter the routing and account number and click Continue
