Linking Off-Bank Accounts

You can link your other accounts to Card Connect through our Account Aggregator feature
By linking other accounts, you will have a better understanding of subscriptions that may be charging your different cards. If you do the majority of your spending on credit cards from Citi, Chase, or Amex for example, you can link them through the aggregator. Or if you pay bills from another checking account from a credit union or bank, you can link it through the aggregator as well
There is no limit to the number of accounts you can link
Click the + icon on the summary or accounts screen to open the aggregator
Or, click “Add Account” at the bottom of the linked institutions page to open the aggregator
You can decide to un-link accounts at any time, and we will stop receiving data from them
- See Managing Your Accounts

Linking Accounts with Plaid

Click the + icon or Add Account button
Plaid will open in a new browser tab or window
Click Continue and search for the financial institution you want to link
When prompted, enter your credentials for the institution into Plaid

<aside> ❗ Note: Card Connect never has access to these credentials - these are strictly between your institution and Plaid, and for certain institutions that use OAuth, Plaid will never have access to these credentials either

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Select the specific account(s) you want to add to Card Connect
1. We recommend linking only checking accounts and credit cards where you may store them with online merchants. If you link other types of accounts like savings accounts, loans, CDs etc. Card Connect will not identify any merchants on those accounts
Close Plaid and head back to Card Connect - it should automatically refresh and your new account(s) will be visible
Once Card Connect finishes processing your new transactions, you will receive a notification and your new account(s) will be ready to use