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

If you want to add a US bank account, you'll need to authenticate your ownership of the account using Plaid. It's a simple process that protects you from fraud by preventing anyone from moving money out of your bank account without your permission.

Just follow these easy steps:

Mobile App previous to version 4.0 shown (New Mobile flow very similar)

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  1. Tap on “Settings”
  2. Select “Linked Accounts”
  3. Tap “+” to add a new account (on the top right hand corner in the new App)
  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”

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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