How do I link my U.S. bank account to Uphold using Plaid?

To enable Plaid, you will need to connect your U.S. bank account to your Uphold account using your online banking credentials. Just follow these easy steps:

Mobile

  1. Tap on “Settings”
  2. Select “Linked Accounts”
  3. Tap “+” to add a new account
  4. Select “U.S. bank account” and choose “Use bank login credentials"
  5. Review the Plaid requirements and select “Continue” 
  6. Select your bank and enter you bank’s login credentials (you may also be instructed to answer your online banking security phrases)
  7. Once your credentials are confirmed, select “Continue”
  8. Select the account(s) you wish to link and click “Add accounts”

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Now you’re ready to fund your account via the linked bank account

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Web

  1. Log in to your Uphold account
  2. Click to Settings, and select “funding methods”
  3. Click “Add bank account” and choose “Use bank login credentials"
  4. Review the Plaid requirements and select “Continue” 
  5. Select your bank and enter you bank’s login credentials (you may also be instructed to answer your online banking security phrases)
  6. Once your bank credentials are confirmed, select “Continue”
  7. Select the account(s) you wish to link and click “Add account”

Now you’re ready to fund your account.



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