Connecting Slash to an External Service Using Plaid

Overview

Many third-party financial apps and services allow you to connect your Slash account so you can view your balances, transactions, and account details in one place. Most of these apps use Plaid, a secure financial data network, to establish this connection. This article explains how to connect your Slash account to external services using Plaid, what data is shared, how to manage your connections, and how to troubleshoot common issues.

What is Plaid?

Plaid is a technology platform that acts as a secure bridge between your financial accounts and the apps you want to use. When you connect Slash to an external app through Plaid:

• Your credentials stay secure: You enter your Slash login information directly in Plaid's secure interface—never in the third-party app itself
• You control what's shared: Plaid only shares the specific data types the app requests and you approve
• Connections are encrypted: All data transfers use bank-level encryption

What Data Can Be Shared?

When you connect Slash to an external service via Plaid, the following data may be shared depending on what the app requests:

• Account information: Account names, types, and numbers (often masked)
• Balance information: Current and available balances for your Slash accounts and subaccounts
• Transaction history: Transaction details including dates, amounts, merchant names, and categories
• Business information: Basic details about your legal entity
• Global USD accounts: If applicable, your Global USD account balances and activity

How to Connect Slash to an External App Using Plaid

Step 1: Initiate the connection from your external app

Open the app or service you want to connect. Look for an option to add or link a bank account.

Step 2: Search for Slash

When the app prompts you to select your financial institution, search for "Slash" or "Slash Financial." Select it from the search results.

Step 3: Authenticate through Plaid

Plaid's secure connection window will appear. Enter your Slash email address and password, complete any two-factor authentication prompts, and review and accept the data sharing permissions.

Step 4: Select accounts to share

Depending on the app, you may be able to select which specific accounts or subaccounts to share.

Step 5: Confirm and complete

Review your selections and confirm the connection.

Common Apps That Work with Slash via Plaid

Budgeting and Personal Finance: Monarch Money, Copilot, YNAB, Rocket Money, Simplifi by Quicken

Accounting Software: QuickBooks, FreshBooks, Wave

Tax Preparation: TurboTax, H&R Block

Investment and Wealth Management: Wealthfront, Betterment, Personal Capital, Kubera

Business Tools: Ramp, Brex, Mercury

How to Manage Your Plaid Connections

Viewing active connections: Visit https://my.plaid.com to view and manage all your Plaid connections.

Refreshing a connection: Use the "Reconnect" or "Refresh" option in the external app.

Disconnecting an app: Remove from the external app or disconnect from Plaid directly at https://my.plaid.com.

Security and Privacy

• End-to-end encryption
• No password storage by apps
• SOC 2 compliance
• Read-only access

Need More Help?

If you're having trouble connecting Slash to an external service:

1. Check the external app's help center
2. Visit Plaid's support at https://my.plaid.com
3. Contact Slash Support via in-app chat or email support@slash.com