How do I add my bank account using Instant Match with Plaid?

Some banks use Instant Match with Plaid to connect accounts.

Learn how to add your bank using Instant Match with Plaid. It’s a safe and secure way to connect your bank to your Online Store, so any commissions flow freely into your account. Before you begin, be sure you have your online banking login information available.

To start the process, log into SalonInteractive and click Add bank account on the banking tile on your dashboard.

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You can also access this section from your menu by selecting Ecommerce, Settings, Bank Account, and then Add bank account.

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If you have not verified your email address, you can resend the confirmation email by clicking Resend Confirmation Email. Look for the email in your inbox and click Verify My Email Address.

Read and agree to the terms of service and privacy policy by checking this box.

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Next, click Add your bank.

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The next window explains that we use Plaid to connect your bank account and gives you access to their privacy policy. Read and then agree to the policy by clicking Continue.

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Scroll until you find your bank, or enter the name of the bank in the search bar. When you find your bank, select it.

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If your bank is not on the list, or you cannot find it by searching for it, click Link with account numbers and follow the instructions to use same-day micro-deposits instead. The tutorial for using this method of verification is listed below.

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Some banks use Instant Match with Plaid to verify your bank account. In that case, assuming you selected your bank from the list, enter your online banking username and password, and then click Submit.

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Select which account you want to use for your commission deposits. Click Continue.

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Enter your bank’s routing number and click Continue. If you need help finding your bank routing number, click the link at the bottom of the window.

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Enter your account number twice and click Continue. If you need help finding your account number, click the link at the bottom of the window.

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When your account has been successfully linked, a little wheel will turn as the pop-up changes from white to gray before taking you back to SalonInteractive to finish the process.

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Now that the process is complete, you will receive emails indicating that your Dwolla account has been created and your bank account has been added.

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From this point, you’ll receive any commissions due directly into your bank account each Tuesday.

For other articles, videos, and resources about banking, please see the links below.

 

Resources:

How and when do I get paid?
What do I do if I can’t find my bank?
What do I do if I don’t bank online?


 

Other ways to add your bank depending on the method your bank chooses:

How do I set up my bank account?

How do I add my bank account using Automatic Micro-Deposits?
How do I add my bank using Instant Match with Plaid?
How do I add my bank account using Instant Authorization with Bank Account Login?


If you need help, our support team is here for you. Give us a call at 312-300-0553 or open a case at support@saloninteractive.com