Step 1: Log In
Log in with your BuildPay credentials. “Dewey Duck” will be our test user for this example.
Step 2: Navigate to “Bank Accounts”
Properly entering your email and password will route you to the main BuildPay Projects screen. If you hover your mouse pointer over your email in the upper right hand corner, you will produce a drop down menu. Click on “Bank Accounts”.
Step 3: Click the “Add Bank Account” button
Without any bank accounts currently added to your user profile, the left side of the screen will show a note reading “No bank accounts”. On the right hand side of the page, there will be a blue “Add Bank Account” button. Click the button to begin adding your bank account.
Step 4: Add Bank Account
A modal will appear in the center of your screen, prompting you to input contact information such as your legal name and the email associated with your online banking account into two required fields. Click the green “Next” button.
Step 5: Get Started with Plaid
Clicking “Next” will bring up another modal, this time with a blue “Get Started” button at the bottom. Click the blue button.
Step 6: Selecting your bank
The modal will prompt you to select your banking organization. If you don’t see it in the default ones it shows, you can use the modal’s search function to find your online banking organization.
Choose your bank and enter your login credentials. Then you must click the “Submit” button.
Step 7: Choose your account
The modal will then prompt you to choose an account available under the user credentials you entered. In this example, Dewey has the choice of his Savings account or his Checking account through Key Bank. Click the “Continue” button once you’ve made your selection.
You should now see the newly added bank account on the “My Bank Accounts” screen. On this screen, you also have the option to set one of your added bank accounts as “Default”.
You have successfully added a bank account.
Questions? Contact us.
Watch How It's Done