This collection of user guides provides detailed instructions and best practices for using the Bank Connect product. The guides are designed to help users understand and efficiently navigate all aspects of the solution, from initial setup to advanced features.
This centralized documentation ensures that all users, administrators, and support teams have access to the necessary information to successfully experience of all the features in Bank Connect. It is intended to enhance efficiency, reduce errors, and provide a consistent experience for all stakeholders.
1. How to initiate Bank Verification Request
2. How to initiate Identity Verification Request
3. How to initiate Income Verification Request
4. How to Refresh Plaid Products on Adhoc basis
5. How to Resend Bank Verification Request in case of Disconnection