---
title: How Do I Connect A New Bank Account With Plaid?
description: How Do I Connect A New Bank Account With Plaid?
---

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# How Do I Connect A New Bank Account With Plaid?

1. Click on the "Account" tab.
2. Scroll down to the section labeled "Payment Information."  
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-04-53-4260-PM.png)
3. Check the box "Edit Account Information" to expand the field.
4. With Electronic Payment selected, enter the "Treasurer's Date of Birth."   
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-05-00-8424-PM.png)
5. Click the "Connect New Bank Account" button.
6. A pop-up from the eFundraising Connections integration with Plaid provides a secure, ongoing connection between our platform and your bank.  
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-05-06-5529-PM.png)
7. Click the "Continue" button and choose between **Instant** and **Manual** for how you would like to link your bank account.  
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-05-4755-PM.png)
   
   ### If Your Bank Account Is Supported By Instant
8. **Instant** allows you to securely link most bank accounts. When you click the "Continue" button, the pop-up will allow you to search for your bank. If your bank is supported in **Instant**, follow the on-screen prompt, and your bank account will be linked to eFundraising Connections.  
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-05-50-0827-PM.png)
   
   ### If Your Bank Account Must Be Manually Entered
9. Select **Manual **and click the "Continue" button.  
   ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-21-7123-PM.png)
10. Follow the prompts on the Plaid pop-ups.  
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-26-8383-PM.png)  
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-34-0246-PM.png)  
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-41-7136-PM.png)
11. Upon returning to the eFund Connect platform, you will see the pop-up to confirm the micro-deposit.   
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-49-7481-PM.png)  
      1. If you have not received the 3-letter code, click the "Later" button to proceed to your eFundraising Connections account. **NOTE: **the micro-deposit may take 1-2 business days to appear in your bank account.
      2. If you have received the 3-letter code, verify the "Treasurer's Date of Birth" (it will auto-fill based on previous entries). Update if necessary.
12. Click the "Confirm" button, enter the 3-letter code into the Plaid pop-up, and follow the prompts.  
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-06-56-8075-PM.png)  
    ![](https://help.efundraisingconnections.com/hubfs/image-png-Jul-25-2023-11-07-07-2171-PM.png)

If you have any questions, we're always happy to help. Please don't hesitate to call us at (916) 790-6150 or email help@efundraisingconnections.com.

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