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Connecting Additional Bank Accounts
Connecting Additional Bank Accounts

Learn how to connect additional bank accounts to your Trovata instance!

David Taylor avatar
Written by David Taylor
Updated over a week ago
  1. Navigate to "Settings" by clicking your business name in the bottom left corner.

  2. Click on the "Connections" tab, then click "Connect a Bank."

  3. If the bank you want to connect is supported by Plaid, click the "Business" route. Note: If the connection is not supported by Plaid, click the "Enterprise" route to proceed with an API or BAI/sFTP setup.

  4. Enter in your online portal credentials.

  5. After successfully completing the connection, your balance and transaction bank data will be ingested into Trovata.

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