Syncing a bank account with Plaid is simple and takes less than 2-3 minutes to complete. To start the process, select "Request bank details." Next, we'll send the merchant a secure custom link via email that invites them to sync their bank accounts to their BFS Capital application. Ask the merchant to open the email sent by BFS Capital and select “Find My Bank”.
Next, have the merchant follow the prompts to find their bank, enter in their credentials and finally complete the sync. That’s it, it’s that easy 😉.