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Once investors complete signing their e-signature documents, they are prompted to log in to their bank account (Chase, Bank of America, etc.) and select an account to fund with. Below is a video walking through the workflow from the investor's perspective.

*We currently only support checking and Savings accounts for linking via Plaid.*

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This article shows investors how to link a bank account with Plaid once they finish signing their subscription agreement

Plaid workflow for Funding after Signing E-signature documents

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Plaid workflow for Funding after Signing E-signature documents

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