How to connect your account to third-party services like Venmo, Cash App, PayPal.

The best way to connect your checking account to a third-party service is through the manual verification process. Follow these steps below.

Many third-party services offer connection, through services like Plaid that verify your account via your online banking credentials. However, this can cause problems with linking to your actual primary checking account.

Note: It is always best to manually connect your Leaders accounts through these third-party services.


Connect to Venmo

Step 1: Select your profile image

Step 2: Choose 'Add a bank or card'

Venmo-01

Step 3: Select 'Bank'

Venmo-02

Step 4 - IMPORTANT: Do not click 'Next.' Select 'Verify bank manually instead.'

Venmo-03

Step 5: Enter your routing and account number. If you don't remember this information, you can access it through online banking. That's it! Your account should now be linked.

 


Connect to Cash App

Step 1: Select profile image

Step 2: Select 'Linked Banks'

Cash-App-02

Step 3: Select 'Link bank.' You can also update bank information here as well.

Cash-App-03

Step 4: Select 'Continue'

Cash-App-04

Step 5: Type 'cash app' in the search box and select 'Cash App.' IMPORTANT: Do not type in or select 'Leaders Credit Union.'

Cash-App-06

Step 6: Select 'Try another institution' and then 'X' out of the screen.

Cash-App-07

Step 7: Select 'Yes, exit'

Cash-App-08

Step 8: Manually enter your routing and account number. If you don't remember this information, you can access it through online banking. That's it! Your account should now be linked.

Cash-App-09


Connect to PayPal

Step 1: Select 'Add new >'  next to Linked banks and cards.

PayPal-01

Step 2: Select 'Banks'

PayPal-02

Step 3: Type in 'Leaders Credit Union' in the search bar.

PayPal-03

Step 4: Don't type in your username and password. Instead scroll down and select 'Link your bank another way.'

PayPal-04

Step 5: Manually enter your routing and account number and select 'Authorize and Link.' If you don't remember this information, you can access it through online banking. That's it! Your account should now be linked.

PayPal-05

 

If you need any assistance in linking your accounts through these third-party services, please don't hesitate to call one of our financial champions at 731.664.1784. We are always happy to help! Thank you for choosing Leaders Credit Union.