How to Set Up Your Bank Using Plaid

Plaid is a third party service that makes it easy for Homebase customers to securely link their bank account information for direct deposit.

Rather than enter in your account and routing number manually, Plaid allows you to connect your checking account with Homebase in moments.

---

Where to Set Up Your Bank Account Using Plaid

You can use Plaid to set up your Direct Deposit information from one of two ways:

1. Through the Payment Method form in the New Hire Onboarding packet
   1. Note: Your New Hire Onboarding packet is usually sent via email by your Manager. Please reach out to the business you work to be resent a copy if you cannot find it.
2. Through Settings on the Homebase Mobile app

---

Setting Up Your Bank Account Using Plaid through the Homebase Mobile App

1. On the Homebase Mobile app:
   1. Go to Settings and then tap Profile.
   2. Tap Tax & bank info in the top right.
   3. Tap Add bank account and enter your password for security purposes.
   4. Tap Continue on the screen that says Homebase uses Plaid to connect your account.
   5. Enter your phone number to sign into or create your Plaid account or continue as guest.
      1. 
      2. 
   6. Follow the remainder of the process to connect your bank account.
      1. Note: Plaid support most major banks, but there are some that are ineligible to connect using Plaid's service. If your bank is not supported, you will need to enter your account and routing number manually to setup direct deposit with Homebase.