Want to set up a bank account online? Gregory partners with Plaid to securely verify your bank account info and link it to our platform. Here’s how:

What happens next? We offer two options for setting up your bank account online. Here’s how they each work.

Instant Verification using Plaid (recommended)

Find your bank in the Plaid screen by scrolling or using the search function. Once you click on your bank name, you will be prompted to log in to your bank account using your banking credentials.

Automatic Verification using Plaid

If your banking institution does not allow instant verification, you will be prompted to enter your bank account number and routing number after entering your banking credentials. In order to complete the verification process, Plaid will make a micro-deposit and automatically verify it. No additional action is needed on your part.

Manual Verification using Plaid

From the Plaid screen, you will be prompted to enter your bank routing number and account number. In order to complete the verification process, Plaid will make one $0.01 micro-deposit to your account with a short verification code and ask you to confirm the this verification code. To learn how to complete the bank verification process using micro-deposits click here.

Once your bank account has been successfully linked, we will send you an email confirmation. Alternatively, we will send you an email confirmation if your bank account was unable to be linked.

You continue to control your information. If you ever want to stop sharing your data, simply log into your Gregory Funding account, click on the payments tab and delete your bank account from the bank accounts section.