How to Handle a Failed Bank Connection

Navigate to the Payments page on your Tenant Dashboard.
Select Link Bank Account to open the Plaid connection flow. [SCREENSHOT NEEDED HERE]
When the bank connection fails (for example, when using Plaid error test credentials), a clear error message appears.

⚠️ Heads up: A failed connection attempt does not add a bank account to your payment methods. You must retry the connection to link an account successfully.

Verify the page remains functional. A Try again option is available. No bank account is added to your payment methods.

What to expect

A clear error message is displayed. The page does not break or display a blank screen. A retry option is available. No bank account is added to your payment methods.

Need help?

Symptom	Cause	Fix
Plaid interface does not open	The link token may have failed to generate	Refresh the page and select Link Bank Account again.
Blank screen after error	An unhandled error occurred	Refresh the page. If the issue persists, contact support.