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Bank

PreviousUsersNextAudit Logs

Last updated 10 months ago

The Bank tab shows all banks, accounts, and transactions that have been integrated through Plaid. The transactions shown are all transactions that show up in your (the lender's) connected bank accounts. Further details the bank sends are available by clicking on More Details in each transaction. The transactions list is filterable through the columns as well as by checking or unchecking the banks and accounts on the left.

Figure 1. The Bank tab