The Bank Records step in the Upload Portal uses Plaid to connect securely to your bank. Your bank username and password are never shared with Hearsay. Plaid typically provides up to two years of transaction history. If you need records going further back, download PDF statements directly from your bank and upload them in the Files step.

On the Bank Records step, click Connect Bank Account.

A Plaid window opens to walk you through connecting your bank.

Enter your phone number and click Continue.

Enter the verification code sent to your phone and click Continue.

Select your bank. If you have connected a bank through Plaid before, your saved institutions appear. Select one and click Confirm, or click + Add new account to connect a different bank. If adding a new account, search for your bank or select it from the list.

Click Continue to login and complete the login and authorization directly with your bank.

Click Continue to share your records.

Your linked accounts appear on the Bank Records page. To add accounts from another bank, click + Connect Another Institution. When all your accounts are linked, click Next source to move to the next step.

When your accounts are linked, continue with How do I complete a collection?. To learn what your legal team sees, read What happens after I share my data?.