video1.0<iframe src="https://www.loom.com/embed/9d274d7bf9be41348b7fae9c8386cd42" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/9d274d7bf9be41348b7fae9c8386cd42-090f001805d7f126-full.jpg127.403This Loom explains how to connect your financial institution accounts in Bolded. It directs viewers to My Plan, then Connections, and to link via Mel using Plaid first, with the option to enter a phone number or continue without one. If Plaid fails, the viewer can delete the attempt and try Mel’s alternate provider network, which includes MX and MasterCard (Finicity). If that also does not work, they can exit the provider screen and choose to try again with a different provider or choose a different bank.