Connecting Bank Accounts

Supported Institutions

Wesley connects to bank and card accounts through Plaid. Supported institutions include major US banks, regional and community banks, credit unions, business banking platforms, credit card issuers, and many investment institutions.

Connect An Account

1. Open the client integrations or bank connection flow.
2. Choose Connect Account.
3. Search for the bank or credit union.
4. Complete the Plaid authorization steps.
5. Choose the checking, savings, credit card, or other accounts to sync.
6. Return to Wesley and confirm the connected accounts appear in the client book.

What Syncs

Connected accounts can provide account name, type, institution, current balance, transaction history, and connection status. Transaction history coverage depends on the institution and connection.

Multiple Accounts

Use separate connections or account selections when the client has multiple institutions, multiple business accounts, or a mix of checking, savings, and credit card accounts.

Troubleshooting

If login fails, verify credentials directly with the bank, check whether the bank requires additional security steps, and retry when the bank is available. If an account is locked, the client may need to unlock online banking access with the institution.

Disconnecting

To stop future syncs, open the integration or account connection page, find the relevant connection, disconnect it, and confirm the action. Existing accounting records should be reviewed before deleting or changing downstream work.

Security

Bank connections use Plaid authorization and token-based access. Wesley should not need direct storage of banking passwords. Disconnect any suspicious connection and contact support if unusual activity appears.