You can connect your bank via Open banking to the Canopy app, not only, to help verify your income, rent payments and savings, but to allow you to utilise our CanopyGrow features such as Rent Tracking.
For step-by-step instructions on connecting your bank, see below:
Visit your account setting, you can find these by clicking on your initials on the top right of the page.
Select on "Connected bank settings" from the list.
On the next page, click 'Add bank account'.
Now you will need to add your bank account. Canopy will now use our intermediary, Plaid, to connect with your bank. Click continue and search for your bank.
Please note that Canopy nor Plaid will gain access to your login details for your bank, login is required is for your security to ensure it is you that is authorising the connection.
APP: Once you have selected your bank you will be directed to your banking app to log in and authorise the connection.
DESKTOP: Once you have selected your bank you see a QR code to scan. This will direct you to your banking app to log in and authorise the connection. You also have the option to continue logging into your bank on the browser by clicking 'continue on desktop'
Once you have completed this, you will have successfully connected your bank to Canopy.
Things you can do now your bank is connected: