Depending on the banking integration that you have enabled, your end-users will be able to link different banking institutions.
You can enable, disable and sort the institutions that will be displayed to your users by following the steps below.
TrueLayer
If you have enabled our TrueLayer integration, you can identify which banking institutions your clients will be able to link by logging into the Codat portal > Integrations > Banking page.
The integrations that your clients can choose from during the linking process have an Active status in the Banking Source table. You can enable more by clicking on the TrueLayer radio button corresponding to the banking integration of your choice and saving the changes.
Plaid
If you have enabled our Plaid integration, you can identify which banking institutions your clients will be able to link by logging into your Plaid developer portal. Navigate to the Activity tab > Status page to review the institutions supported by Plaid.
You can customize the list and order of institutions that your end-users can select during the linking process in the Customize > Institution Select menu of your Plaid portal. You can find more information about it in Plaid's documentation here.