We use a third-party service called Plaid to allow donors to link bank account information to their DAFs. Plaid can automatically connect with many major banks using the search feature described in 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
You should see the Plaid dialogue box like the screen below. Select the "Continue" button to start your process through Plaid, our secure bank linking provider.
Step 3
Search for your bank institution. If your bank is one of the ~2,000 institutions that does not populate via search, use this article to connect your unlisted bank manually with micro-deposit confirmation.
Then, either enter your credentials like you would to log into your bank in the Plaid dialogue box, or for some institutions, a pop up screen will take you to your bank's website to login in order to authenticate your account.
Please note: the account type MUST be a checking account, as our platform cannot process contributions from savings accounts.
That's it! You should see a success screen, and when returning to your profile page at The Signatry that bank account should be listed as a linked contribution method.
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.