This connection setup enables two features:
Visibility of total balance.
Route money into your account (also called “pushing” funds).
Please notice:
This feature works solely with investment accounts that support a routing and account number combination. Please make sure you know how to obtain this information and do so before starting the testing process.
The following process enables a connection with Plaid that enables the display of your [Institution Name] account balance:
Click this link to navigate to the Sequence login page.
On the bottom center of your money map, click the add account button.
Select the Investment Account.
You should now see the Plaid connector.
Click Continue to go to the next step.
Enter your Phone number and click continue.
Note that if you have previously used Plaid, your phone number may be autofilled.
Plaid will send you a text message with a code. Enter the code, and you should move to the institution selection screen.
If you’ve used Plaid before, you may see a list of previously selected institutions.
If your desired institution is listed, you may select it.
Otherwise, click on “Connect a new institution” located at the bottom of the list.
Otherwise, we should only see investment institutions because back in step 3 we selected “Investment account.”
In this case, we will select the institution that you wish to connect.
If you don’t see it listed in the displayed institutions, start typing the name of the institution in the search field.
You should see the screen below directing you to login at the required institution.
Enter your credentials and click the “Submit” button.
You should now see an account selection screen displayed.
Select the accounts you would like to include by checking the appropriate boxes.
Click Continue. Plaid will now work its connection Magic. 🪄
You should now see the relevant node(s) representing your account(s) with the investment institution in your Sequence money map.
Please note: don't worry if the node on the map states "Action Required", we will deal with it in the next step.
Connect your account within the institution:
Click your investment account node on the map
On the panel that was just opened, you will see a big banner, and a "Connect" button.
After pressing the "Connect" button, you will see a dialogue that requests your routing and account number.
Go to your investment institution website, and copy the routing and account number into the text box.
Press "Submit" and your accounts should be connected. Now you can use the investment account like any other account on Sequence - create rules based on the balance, make it a destination of a rule, etc.