Agentiq uses Plaid to securely link your bank account for deposits, investments, and withdrawals.
What is Plaid?
Plaid is a secure financial technology service used by major companies including:
American Express
Venmo (PayPal)
Fannie Mae
Acorns
And many more
Security: Plaid uses bank-level encryption. Agentiq never sees your bank login credentials.
Linking Your Bank Account
Step 1: Navigate to Settings
Go to Account → Payments & Payouts
Step 2: Add Bank Account
Click “Add Bank Account” or “Update”
Step 3: Connect via Plaid
Search for your bank
Log in securely through Plaid’s interface
Select the account you want to link
Step 4: Confirmation
Your bank account is now linked
You can use it for deposits, investments, and withdrawals
Multiple Bank Accounts
Can I link multiple bank accounts?
Yes! You can link multiple accounts if needed.
Managing Linked Accounts:
View all linked accounts in Account → Payments & Payouts
Set a default account for transactions
Remove accounts you no longer use
Removing a Bank Account
Go to Account → Payments & Payouts
Select the account you want to remove
Click “Remove” and confirm
Note: You must have at least one linked account to make investments or receive withdrawals.
Troubleshooting
Having trouble connecting your bank?
Try these solutions:
Ensure you’re using correct login credentials
Check if your bank requires additional verification
Try a different browser or clear your cache
Some smaller banks may not be supported by Plaid
Alternative: If Plaid doesn’t support your bank, contact support for manual linking options.
Security
Your credentials are never shared with Agentiq
Plaid connects directly with your bank
Bank-level encryption protects all data
You control fund transfers — we never move money without your authorization
Questions?
Contact our support team at [email protected]