Set Up a Bank Account

You can pay your vendors directly from the Adaptive platform. It’s easy too! Here’s how to set up your banking connection:

Head to the Settings page by selecting your initials in the top right. Select 'Settings' then 'Bank Accounts.'

Choose 'Manage Bank Connections.'

You'll be prompted by Plaid to select your banking institution and can follow a series of on-screen steps to securely enter in your username and password information and get set up.

Your bank account is now connected to the platform and you can begin paying bills directly. If you have multiple bank accounts to draw from, repeat the same steps to connect each account.

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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