Why won't my bank account connect?

October 27, 2026

CREB links bank accounts through Plaid. If your bank won't connect, try these steps.

  1. Check you're using the same username and password as your bank's website.
  2. Complete any extra security step your bank requests, such as a one-time code.
  3. Wait a few minutes and try again; banks sometimes have short outages.
  4. Search for your bank by its full name in the Plaid window.
  5. If your bank isn't listed, connect manually with your account and routing numbers. [CONFIRM: manual linking available]

Still not working? Call Investor Relations at 561-600-0707.