Linking Bank Accounts with Plaid

We've partnered with Plaid to easily and securely link employee and contractor bank accounts with Check.

To link a bank account with Check using Plaid, first follow the Plaid docs to obtain a Check processor token for the account. The response from Plaid will look like this:

{
    "processor_token": "processor-sandbox-3ba4382d-...",
    "request_id": "...",
}

The processor_token value is a token that enables Check to securely retrieve the information for the bank account from Plaid. To finish linking the bank account to Check, create a bank account resource for an employee or contractor using the processor token.

For example, to link the account to the Check employee with ID emp_abc123:

{
    "employee": "emp_abc123",
    "plaid_bank_account": {
        "plaid_processor_token": "processor-sandbox-3ba4382d-..."
    }
}

To link an account to a contractor, use the same request format, but replace the "employee" key and value with "contractor", and provide the contractor's unique ID as the value.

A successful response indicates that Check has retrieved the account information from Plaid, and the bank account is now linked to the specified resource.