Connect to your Bank Account using Plaid

Connect to your Bank Account using Plaid

1. Log in to your PaymentReport profile.
2. Select Click Here to Verify Your Payment on the Dashboard.
3. Select the Lease record you want to verify.
4. Select Continue.
5. Select Bank Verification.  
Note: If you have not entered your payment information, you will be prompted to enter your billing information.  



6. Select Continue when prompted with the Plaid welcome screen.


7. Select your bank.  


8. Enter your bank login information and select Submit.  


9. Complete any verification steps required by your bank.
10. Select Continue when the Plaid connection has completed.


11. When you are returned to the Verification Wizard, select Import Transactions to import your bank data.



Note: It may take a few minutes for Plaid to import your full transaction history.  Initially, only the past 30 days may be available and after a few minutes the rest of your history should be available.  

12.  Please use the Bank Transactions section to select the matching records.  Please use the Filter icon  to adjust the records displayed, which by default are limited to records matching the Lease Rent Amount.    


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