My bank account is manually linked. How do I link it using Plaid?

If you already have a U.S. bank account linked to Uphold, you can easily link that account with Plaid for faster settlement times and higher transaction limits using these simple steps:

 

Web

  1. Log in to your Uphold account
  2. In the Settings section, select “funding methods”
  3. Select “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 credentials are confirmed, select “Continue”
  7. Select the account(s) you have connected to Uphold and click “Add accounts” 

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 your 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” 

You will see a blue “check” next to your bank account details once it’s connected with Plaid.

Now you’re ready to fund your account.

 

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