Overview
We are excited to share that some financial institutions now offer the ability to enable automatic statement uploads directly to your Heard account.
Supported Financial Institutions
- Adventure Credit Union
- Atlas
- Bank of America
- Capstone Federal Credit Union
- Citibank Online
- Fifth Third Bank
- Huntington Bank
- Kansas Teachers Community Credit Union
- Loyalty Credit Union
- Members Choice of Central Texas Federal Credit Union
- Navy Federal Credit Union
- Providence Federal Credit Union
- Regions Bank
- Santa Rosa County Federal Credit Union
- Seventh Bank of Northwestern Natick
- Slash
- St. Francis X. Federal Credit Union
- TD Bank
- Truist
- Upgrade
- U.S. Bank
- Wells Fargo
How to enable automatic statement uploads
- From within Heard, click your name in the upper left and then click Settings.
- Scroll down to "Connected Financial Institutions" and click Re-login in Plaid beside the account.
- When prompted, log in with your credentials for that financial institution.
- On “Connect account information” page, select your business bank accounts to share by clicking the checkbox for each account.
Please note: To enable the automatic statement upload feature, you must allow access to all account data, including the account holder's name, account number, routing number, and statements. - Accept "Terms and Conditions".
- Proceed through the steps to complete the re-login.
Resources