This article is for account holders signed in at portal.usehearsay.com.
Enable Plaid to collect bank records from custodians. Until it is on, financial records cannot be collected through Plaid.
Step 1: Open Additional data integrations
Click Integrations in the left sidebar, then the Additional data integrations tab.
Step 2: Click Enable Plaid
On the Plaid card, click Enable Plaid. Plaid is available to US-based organizations.
Enter your company details, check the attestation, and click Submit Application.
Step 3: Wait for activation
Activation can take up to 72 hours. The card then shows Active, and the Organization tab in Settings shows Plaid enabled.
From then on, Bank Records can be included as a data source in collection requests.
Next steps
Custodians can now share bank records through the Upload Portal. See How do I collect financial records?.