Why connecting sends you to Plaid

When you connect a bank, SkrillaPlan sends you to a page run by Plaid to sign in, then brings you right back. Leaving the app for a minute is supposed to happen. Here's why, and what it looks like.

Why another website?

Your bank login is the one thing we never want to touch — so we don't handle the sign-in at all. Plaid does, on its own page. Your password goes to Plaid and your bank, never through SkrillaPlan. Handing the whole sign-in to Plaid is the private way to do this, not the sketchy one. → Is it safe to connect my bank?

Plaid is the connection layer underneath a lot of apps you already use. Sending you to its page is us using it the way it's built to be used.

What the trip looks like

Four steps, less than a minute:

1. You tap + Connect a bank (or Reconnect).
2. A short screen says you're headed to Plaid and you'll come right back.
3. Plaid's page opens. You pick your bank and sign in there.
4. You land back on the Banks screen with your accounts showing.

That's the whole thing. Finish on Plaid, and SkrillaPlan pulls in your accounts and transactions on its own.

If something interrupts you

Close the Plaid page without finishing and nothing was added — there's no half-made connection to clean up. Tap + Connect a bank again when you're ready.

Everything comes across

All of your accounts come with the connection — checking, savings, each card — not only the ones with recent activity. One sign-in brings the whole bank. Give the Banks list a skim afterward; you may meet an account you forgot you had.

Later, when a bank asks you to sign in again, it's this same short trip out to Plaid and back. → When a bank asks you to sign in again