How To: Add Funds from a Bank Account via Plaid

Web App

Via funding sources

Step 1: Select “My Profile” on the top right of your home dashboard

Step 2: Select “My Account” in the dropdown options 

Step 3: In the left-hand menu click "Funding sources" 

Step 4: In the Manage Accounts section, click “Add bank account” 

Step 5: Select “Continue” on the Plaid pop up. Groundswell utilizes Plaid to securely connect your bank account. 

Step 6: Complete the Plaid Set Up 

Step 7: Once you’ve added your bank via Plaid you are ready to go!  

Via the add funds button

Step 1: Select “Add Funds” on the top right of your home dashboard  

Step 2: Click "Bank account" in the menu options 

Step 3: Select “Continue” on the Plaid pop up. Groundswell utilizes Plaid to securely connect your bank account. 

Step 4: Complete the Plaid Set Up 

Step 6: Once you’ve added your bank via Plaid you are ready to go! 

Mobile App

Via funding sources

Step 1: Select “My Profile” on the bottom right of the app 

Step 2: Select “Funding Sources” in the menu options 

Step 3: Toggle to the “Bank Accounts” section 

Step 4: In the Bank Accounts section, click “Add” 

Step 5: Select “Continue” on the Plaid pop up. Groundswell utilizes Plaid to securely connect your bank account. 

Step 6: Complete the Plaid Set Up 

Step 7: Once you’ve added your bank via Plaid you are ready to go!  

Via the add funds button

Step 1: Select “Add Funds” from the home screen of your app  

Step 2: Select “One-Time Contribution”

Step 3: Select “Bank Account”

Step 4: Select “Continue” on the Plaid pop up. Groundswell utilizes Plaid to securely connect your bank account. 

Step 6: Complete the Plaid Set Up 

Step 7: Once you’ve added your bank via Plaid you are ready to go!