Connections · Connecting
How do I connect my bank?
ComputerOpen Settings, then Integrations and the bank connection card, which opens Plaid.
PhoneOpen Settings, then Integrations and same card.
Bank connection goes through Plaid, and DeskOps asks you to confirm by email before Plaid opens. Your bank credentials are entered on Plaid's screen and never reach DeskOps — we only ever hold a token.