🏦 Connecting your bank account to Ply via Plaid is a crucial step for getting approved for NET terms, which can enhance your cash flow management.
Steps to Link Your Bank Account:
- Navigate to Settings:
- Start on your Ply dashboard.
- Locate and click on the 'Settings' option.
- Access Integrations:
- Within Settings, find and select the 'Integrations' tab.
- Connect Bank Account:
- Look for the 'Link Bank Account' section.
- Click on the 'Connect' button.
- Initiate Connection:
- In the new window, you'll see an option to 'Connect Now'. Select this to proceed.
- Plaid Modal Window:
- A Plaid modal will appear. Click 'Continue' to move forward.
- Select Your Bank:
- Plaid will present you with a list of banks. Find and select yours from the list, or use the search function if it's not immediately visible.
- Continue to Login:
- After selecting your bank, click on 'Continue to Login'.
- Complete the Linking Process:
- Follow the on-screen prompts to securely log in to your bank account and establish the link.
Troubleshooting:
- Connection Issues: If the connection fails or your bank isn't listed, it's not the end of the road.
- Contact Support: Reach out to Ply customer support for assistance. They can guide you through alternative verification methods or resolve any issues with the linking process.
Security and Privacy:
- Data Security: Remember, linking your account with Plaid does not authorize Ply to view or use this data within the platform, nor does it authorize any transactions.
- Privacy: Plaid's service is designed to maintain the privacy and security of your financial information.
Should you have any questions about NET terms or the linking process, Ply's dedicated support team is there to help every step of the way.