Connect a bank
Link a bank or brokerage so Paiso imports your accounts and transactions for you.
Accounts and data · Advanced plan
On the Advanced plan, Paiso imports your transactions, investments and liabilities from your bank.
Connect
- Open Settings, then Accounts.
- Select Connect a bank.
- Find your bank in the Plaid window and sign in.
- Choose the accounts you want to share with Paiso.
Paiso imports those accounts and keeps them up to date.
What Paiso can and cannot see
You sign in to your bank inside Plaid. Your bank username and password never reach Paiso. Paiso receives your balances, transactions, holdings and liabilities, and nothing that lets it move money.
If you leave the Advanced plan
Paiso removes your bank connections when your Advanced plan ends. The accounts and transactions Paiso already imported stay in your account.