Connecting Payment

1. Connect Payment: 

• In order for Current to process payments for the ambassadors in your program, we need you to connect your bank account to our platform. 

• To connect your banking information, please input information into fields prompted via Plaid

• The screen will first ask you to verify your company information (ie. Name, Address, Contact)
   
  
  

• Once completed, the Plaid window will prompt next steps
  
  

  
  
  

• If you have 2 Factor Authentication you will see this next screen
  
  

• After this step you should be able to follow the prompts with ease in order to ensure that your bank account is connected successfully.
• For more information on Plaid’s safety and security visit their website (https://plaid.com/safety/)

*For clients on our Basic month to month plan, your system will allow you to input Credit Card information, processed by Stripe. This is available up to a $5000 limit/month before you will be asked to switch to a bank account connection.