Connect a bank with Plaid

Linking a bank is optional, and it is the easiest way to keep Vault current without typing. Connections are handled by Plaid, a trusted service that securely connects apps to banks.

1. 01

   Start the connection

   In Settings, choose to manage linked banks, then add a bank.

2. 02

   Choose your bank in Plaid

   Plaid's secure Link screen opens. Search for and select your institution.

3. 03

   Sign in with Plaid

   Enter your bank username and password on Plaid's screen. You are signing in to your bank through Plaid, not into Vault.

4. 04

   Pick accounts and finish

   Choose which accounts to share. Plaid hands a secure token back, and your transactions begin to sync.

Once linked, transactions and balances keep themselves current. You can also pull the latest any time with Sync Now.