Plaid is a tool that Veem uses to help make your account set up as smooth and seamless as possible. Plaid connects your banking portal directly to Veem, allowing the easy transfer of basic information that Veem requires to create your account (this includes routing number, SWIFT codes and bank account information. Veem does not store detailed banking information through Plaid, and only uses this information to improve your Veem experience.
To connect your bank account via Plaid during sign up, you simply need to select Quick Setup during your sign up.
From here, you will search for your bank, then enter your User ID and Password for your banking portal. Veem does not store any of this information.
Once you have logged in to your banking portal, select the account you would like connected to Veem, and you're done!
If you are looking to connect plaid after you have created your Veem account, follow this link here, and follow the instructions above.
If you have more questions about our Plaid integration, please reach out to us at clientservices@veem.com.