You can now securely link your bank account to your Estate Plan through Plaid!

We take the security of your data very seriously, which is why we use Plaid to safely retrieve and sync your financial account information. This will save you time by syncing each of your bank accounts using your own logins and passwords so that you don’t have to check them individually.

Just follow the steps below to link your bank account:

  1. Log into your Trust & Will account, and click “Assets” from the left side menu.
  2. Next, click "Securely Link Account."
  3. After that just select your bank, sign in to your online banking account, and follow the steps to verify your information. 
  4. Success! Now you'll just need to mark the type of account, and who the account belongs to.




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