How to connect your bank account automatically with Plaid in the Melio app

  • Updated

Before making payments, you’ll first need to link your bank account, a credit or debit card. Connecting your bank account automatically using Plaid only takes a couple of minutes. Plaid is connected to the top 100 banks in the US.

With the Melio app, you can only connect your bank account when making a payment.

Here’s how:

  1. Choose an unpaid bill, scan an invoice or add a new bill.
  2. Tap Pay.
  3. When asked what you want to Pay with, tap Bank account

Note: Payment method is pre-selected

When you already have a verified bank account connected, it will be selected automatically. 

To change your bank account:

  • Tap Change in the right top corner of the Pay with box.
  • Tap Change bank account.
  1. Select Instantly with Plaid.
  2. You’ll be taken to the first screen of Plaid. Complete the steps to allow Plaid to link your bank account and tap Continue.
  3. Continue making the payment. 

Note: Can’t find your bank on the list?

You must connect and verify your bank account manually if you can’t find your bank on the list. 


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