Connecting Accounts
How to securely link your bank accounts to PropFlow
PropFlow uses Plaid to securely connect to your bank accounts. This guide covers everything you need to know about linking accounts.
Supported Banks
PropFlow supports over 12,000 financial institutions through Plaid, including:
- Major banks (Chase, Bank of America, Wells Fargo, etc.)
- Online banks (Ally, Chime, etc.)
- Credit unions
- International banks with US presence
How to Connect
- Click Bank Connections in the sidebar (under Settings & Support)
- Click the Connect New Bank button
- In the Plaid window:
- Search for your bank
- Enter your online banking credentials
- Complete any required verification (2FA, security questions)
- Select which accounts to link
- Wait for the initial sync to complete (this can take several minutes)
Security
Your bank credentials are handled entirely by Plaid and are never stored on PropFlow servers. We only receive read-only access to transaction data.
What PropFlow Can Access
- Transaction history (deposits and withdrawals)
- Account names and types
What PropFlow Cannot Access
- Your bank login credentials
- Ability to move money
- Full account numbers
Managing Connected Accounts
You can manage your linked accounts from the Bank Connections settings page:
- View status: Each connection shows its current status (Connected or Needs Attention)
- Refresh: Click the Refresh button to reload your connections list
- Reconnect: If a connection shows "Needs Attention", click Reconnect to re-authenticate
- Remove: Delete a connection using the trash icon (requires confirmation)
Connection Statuses
| Status | Meaning |
|---|---|
| Connected | Account is syncing normally |
| Needs Attention | Re-authentication required (password changed, 2FA expired, etc.) |