Connect a Bank
Connecting A Bank
Section titled “Connecting A Bank”- Start the bank connection flow in the app
- Choose your institution from the supported provider list
- Complete the secure login and consent flow
- Select which accounts to link
- Allow Plutus to perform the initial sync
What To Expect
Section titled “What To Expect”After a successful connection:
- Your linked accounts appear in Plutus
- Recent transactions may be imported automatically
- Account balances can update from the provider
Privacy And Credentials
Section titled “Privacy And Credentials”The authentication and consent flow is handled by the connected provider. Plutus uses the returned authorization to sync supported account data.