Adding a bank account by uploading a financial document
If your financial institution is not supported by the Plaid application, you are prompted to connect your bank account using an alternate method.
This alternate method involves uploading a cheque or direct deposit form and entering your account information.
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Complete steps 1 to 4 of Adding a bank account using the Plaid app.
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Select Use an alternate method.
The Upload account information window is displayed.
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Drag and drop a direct deposit form or void cheque from your computer to the box at the top of this window, or select the select file link, then select the file from your computer, and upload it.
The image you uploaded is displayed within the box.
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Enter the Transit number, Bank number, and Account number, and select Next.
The system uses Optical Character Recognition (OCR) to extract these numbers from the document you uploaded.
Note: If one or two digits within one of the numbers do not match, you are asked to choose whether to use the system-extracted values or the user-entered values. If three or more digits in a number do not match, you are instructed to use the Plaid bank account verification process, or contact support for assistance.
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Assign the bank account to your service locations
