Process for Setting up Plaid
An existing Canopy user can log in using Canopy Credentials at https://plaid.canopy.cloud
Once logged in, user will be able to see the Dashboard.
The dashboard will indicate the accounts currently connected with Plaid and Canopy.
To add a new account, click on “Add new accounts through Plaid” to continue.
Users will need to click continue to agree to Plaid End User Privacy Policy to acknowledge the Plaid End User Privacy Policy.
Users will be redirected to a page to select their Bank.
Please key in your credentials
Once submitted, please click “Continue’ to link your account to Canopy.
