Connected accounts

Banks & Brokerages

View connected bank, credit, loan, and brokerage accounts in one place. This page is for live account visibility, Plaid Item disconnect, webhook testing, and retention controls. It starts empty until real accounts are linked.

Open Plaid setup Device sync Bank documents

0connected accounts

Bank, loan, credit, or brokerage accounts.

0Plaid Items

Consented institutions.

0brokerages

Investment accounts.

0needs review

Disconnected, stale, or manual entries.

Account Inventory

Connected and manually mapped accounts display here. No sample balances or demo accounts are prefilled.

Institution	Account	Type	Status	Source	Last updated	Notes

Plaid Operations

Use these only with sandbox/development tokens during setup, or with server-stored production Item tokens in a signed-in flow.

Environment Public token exchange Item access token for disconnect/test Institution name

Ready.

Official Plaid setup URLs

These are the working Plaid locations BellPath needs during setup and review.

Plaid API keys Developer keys Link setup Webhook activity Link docs /item/remove docs Fire webhook docs

Set webhook receiver to . Test with NEW_ACCOUNTS_AVAILABLE in Sandbox.