Bank Connections

What it is

Bank Connections allow you to securely link your bank accounts, credit cards, and other financial institutions to Copia. Using Plaid, one of the most trusted financial data aggregation platforms, you can connect your accounts in just a few clicks.

Why it matters

Managing your finances manually is time-consuming and error-prone. By connecting your accounts, Copia automatically imports your transactions, balances, and account information, giving you a complete picture of your financial health without the hassle of manual entry.

How it works

1. Secure Connection: When you add a bank connection, you're redirected to Plaid's secure authentication flow where you log in directly with your bank credentials.

2. Real-time Sync: Once connected, Copia automatically syncs your account data, including:

   • Account balances
   • Transaction history
   • Account details
   • Pending transactions

3. Easy Management: You can view all your connected accounts in one place, update connections when needed, and disconnect accounts at any time.

User benefit

This helps you see all your financial accounts in one place, automatically track your spending, and get a complete view of your financial situation without manual data entry.

Security

Your bank credentials are never stored by Copia. All authentication is handled securely through Plaid, which uses bank-level encryption and security standards. You can revoke access at any time from your account settings.