Linking Your Bank Account

To manage your banking account, go to your Profile page and press the "Manage Banking Account" button.

Attorney Users

You can edit your linked bank accounts, as well as view your Dwolla Balance. As an attorney user, you can link 2 separate bank accounts for your Trust Account and Business Account. Press "Link on Plaid" to link a bank account to either your Trust Account or your Business Account. You are also able to unlink or change your linked bank account in the future.

On the "Select Your Bank" page, select a bank of your choosing.

On the next page, provide your login credentials to sign in to your Plaid Account, then press "Submit".

When the bank account has been successfully linked, you can view your bank account information.

Non-Attorney Users

To manage your banking account, go to your Profile page and press the "Manage Banking Account" button. You can press the "Link on Plaid" button to link your bank account with Plaid. You can still unlink your bank account, or change to a different bank account in the future.

If you are having trouble with linking your bank account with Plaid, you can also Link Your Bank Account by Routing Number and Account Number.

For detailed information regarding bank accounts in TrustUS, please go to Introduction to Bank Accounts in TrustUS.