Plaid is the easiest way for you to connect your Bank with Canopy.
- Enter your Canopy username
- Click on Connect your account with Plaid
- You’ll be able to select your financial institution from a list. Then, enter your login and password.
- In a matter of seconds, Plaid encrypts the data you’ve chosen to share (for instance, your transactions) and securely shares it with Canopy. Canopy never has access to your username & password.
- Plaid+Canopy work behind the scenes to build a secure, ongoing connection between Canopy and your bank.
Success!
Your account has been successfully linked to Canopy.
| Institution Name | Institution ID | Accounts under this institute |
|---|---|---|