Updating Bank Account Connections

ERP Cloud

Bank connections store the details of each bank account you have connected to using Plaid LinkClosed.

You might need to refresh the authentication information if, for example, your login credentials have changed for a bank or other financial institution, multi-factor authentication requirements have changed, or if your login becomes locked.

To update a bank account connection:

  1. Log in as the dedicated Plaid integration userClosed.
  2. Click the Bank Account Connections tab.
  3. Click a bank connection associated with the bank or institution details you want to update.
  4. On the Bank Account Connections detail page, click Update and follow the Plaid Link instructions shown on screen.