What do I need beforehand to link my bank account?
All you need is an active bank account, your online banking credentials (username and password), and a mobile device that receives texts.
How do I link my bank account?
There are several places on the ZenBusiness platform where you can link your bank account. When you first land on the ZenBusiness dashboard, you will be presented with a black pop-up window that will prompt you to link your bank account. The other way to link your bank account is by navigating to the ZenBusiness Money Overview page. On the Expenses tile, you’ll see where to link your bank account.
When you begin linking your bank account, you will first locate your banking institution (e.g., Bank of America, Chase, Wells Fargo, etc). You’ll need to enter your banking credentials (username and password), approve sharing your bank account data, and then choose which accounts you want to link. Plaid will display all the accounts that are available to you through that banking institution. For example, if you have a checking account, savings account, and a credit card, you can bulk select all of those accounts at one time.