Hearsay uses Plaid - a secure service used by thousands of apps - to connect directly to your bank with industry-standard encryption. Your bank username and password are never shared with Hearsay.
Step 1: Click "Connect Bank Account"
On the Bank Records step, click Connect Bank Account.
A Plaid window opens to walk you through connecting your bank.
Note: Plaid typically provides up to 2 years of history. If you need records going further back, you’ll need to download PDF statements directly from your bank.
Note: Plaid typically provides up to 2 years of history. If you need records going further back, you’ll need to download PDF statements directly from your bank.
Note: Plaid typically provides up to 2 years of history. If you need records going further back, you’ll need to download PDF statements directly from your bank.
Step 2: Enter your phone number
Enter your phone number and click Continue.
Step 3: Verify your phone number
Click Continue to share your records.
Step 4: Select your bank
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.
Step 5: Log in to your bank
Click Continue to login and complete the login and authorization directly with your bank.
Step 6: Click Continue to share
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.
Step 7: Click "Complete"
Enter the verification code sent to your phone and click Continue.
Next steps
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?.