❓How do I add more bank accounts for a client in Propio?
Edited
To add additional bank accounts, simply repeat the same connection process you used originally:
Use the same Propio Sync link you previously sent or accessed.
When prompted by Plaid, select the new bank account you’d like to add.
Propio will detect and connect the additional account without affecting those already linked.
See the steps: How do I connect a new client’s bank account using Propio Sync?
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