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Adding Your Bank Account via Plaid
Adding Your Bank Account via Plaid

How to add your bank account to the Pearl Health application via Plaid

Ben Troen avatar
Written by Ben Troen
Updated over a week ago

Pearl uses an established financial services vendor called “Plaid” to route funds to your account quickly and securely. Pearl will neither have access to the credentials you enter nor your routing and account number. We transmit via Plaid, which is integrated with a huge network of financial institutions. We do this to support a broader range of banks and increase security of not storing your financial information. You can learn more about Plaid on their website: https://plaid.com/why-is-plaid-involved/

  1. Login to the Pearl Health app at https://app.pearlhealth.com/.

  2. Click on “Administration” → "Payment Management" → “Link Bank Account”.

  3. Click continue to accept Plaid’s Terms.

  4. Select your bank.

  5. Enter your bank’s online login credentials.

  6. If applicable, complete any verification factors like getting a text code or answering security questions.

  7. If applicable, select which account to deposit funds to.

  8. Confirm your account shows in Pearl.

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