Plaid works with thousands of reputable companies to connect businesses to users’ bank accounts. You can learn more about Plaid here.

Plaid makes it easy to connect your bank account with us. This connection allows us to review your recent account activity (debits, credits and balances) quickly and easily to make decisions more efficiently. This also means that if we need to review your updated bank statements at a later date, we’ll be able to access updated information without requiring any action on your part.

We will have ongoing access to your bank account activity when you connect to Plaid. We may use this information for the following: reviewing an application for funds, conducting periodic reviews to evaluate your credit limit (including credit limit increases) or determine if you are facing financial hardship and might benefit from a payment plan, evaluate eligibility for other products, services or features.

Depending on your situation, we may require you to connect to Plaid to verify your recent account activity. For all other inquiries, you may choose to connect to Plaid or submit PDF bank statements. If you have questions, please contact 866.698.8494 or support@headwaycapital.com.

Yes, you can disconnect your account from Plaid anytime at my.plaid.com. However, keep in mind that we may ask you to provide updated bank statements at a later date. By keeping your account connected to Plaid, we can access updated account information without requiring any action on your part.

No, we cannot see your password. We will not have access to your login credentials.

Yes, your login credentials belong to you and you can change them whenever you like. However, changing your login credentials will prevent Plaid from accessing and sharing your account activity with us. If, in the future, we need to review your bank statements, you may be asked to reconnect to Plaid.

We request that you connect your primary business bank account. If you would like to connect more than one bank account so we can combine and review all sources of revenue, you may do so by clicking the “Find My Bank” button and repeating the process.

Plaid protects your bank login credentials. You can learn more about how Plaid protects your information here. We do not hold that information within our database, nor is it shared with us. We do, however, store your banking activity information and use a variety of different technologies, such as TrustedSite, to ensure it is stored securely.