We use a third-party service called Plaid to link donors’ bank account information to their DAFs. Plaid can automatically connect with many major banks. However, if your bank is one of the ~2,000 institutions that does not populate via search within Plaid, you can still connect your checking account by authenticating the account with micro-deposits. Micro-deposits can be used to authenticate any bank account in the US. Plaid will make two deposits of less than $0.99 that post within one to two business days (sometimes longer for certain institutions). In order to link your bank account using the micro-deposits method, follow the steps below.
Step 1
After logging in to The Signatry, visit your profile center (from the bottom left corner). Then, under Accounts, select the “+ Add New Bank” button highlighted below.
Step 2
Select the "Continue" button to start your process through Plaid, our secure bank linking platform. If your bank does not populate via the search, you can select the option to “Link with account numbers” highlighted below.
Step 3
Follow the series of on-screen steps prompting you to provide the name associated with your bank account, routing and account numbers, account type (checking only), and permission for Plaid to use micro-deposits.
Please note: the account type MUST be a checking account, as our platform cannot process contributions from savings accounts.
Step 4
Your linked bank account info will display in a pending status within your profile center. Wait for the micro-deposits to post to your bank account, and then return to the accounts info section of your profile and click “Verify Account.” Follow the on-screen steps from Plaid to confirm the micro-deposit amounts. Please remember to confirm these deposits within one business day of the deposits arriving to your account.
Plaid will then pull the micro-deposits back out of your bank account. Your selected checking account should now be linked to your profile at The Signatry.
Still need help? Call us at 913-310-0279 between 8:30 AM CT and 5 PM CT or click the button below submit a help ticket.