Getting set up to initiate payments with the help of our payments-partner, Plaid, is quick and simple (the entire process should take about a minute). It's also a one-time set up process, you will not need to do it on subsequent payments.
First, just to have a high-level understanding of how the overall payments solution works, we welcome you to check out the following help article: How does the onsite direct payment solution work?
You may begin the set-up process once payment is requested by a seller (as shown in the above linked help article), or you may proactively get set-up via the "Payments" tab as shown:
Plaid's curated on-boarding will walk you through the entire process. As you'll note in the above article, your entry point to getting set up to initiate payments is the following screen:
Plaid's onboarding process will then appear:
You'll then be asked to select your bank (use the search bar if your financial institution is not one of the few displayed):
Proceed to login using your online banking account credentials (please note: we do not see or have the ability to access any of the details you provide):
Select which account you'd like to link, if you have multiple accounts tied to one online banking account:
And you're done! You'll be redirected back to GrapeConnect where you can finalize your payment. As a reminder, the preceding steps is a one-time setup process, you will not need to do it on subsequent payments.