Finance: Using Plaid to Import your Accounts

May 9 2024 3:17pm

Plaid is a trusted and secure intermediary that helps applications connect to a myriad of financial institutions. You've probably used Plaid before with other systems like budgeting tools (Mint, Monarch etc). 

Using Plaid can help expedite the creation of tiles in Trustworthy that represent your bank accounts, investment accounts and credit cards.

The overview video below shows how to get started with Plaid.