How do I connect accounts using Plaid?

Abby Morton
Abby Morton
  • Updated

When you login to the mobile app navigate to the net worth tab. Click on the green plus button in the center of the screen and choose "connect account." Then follow the prompts to add your account. 

Plaid doesn't support all institutions, so if the account isn't supported, feel free to add the account manually. Elements will remind your active clients each quarter to update their information. 

This video will demonstrate how to connect an institution's account with an account in Elements.



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