INSBANK Retail Guide
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5. Answer the security questions to verify your identity. 6. Select how you wish to receive a security code and click the Continue button. 7. Enter the security code and click the Submit button. 8. Plaid will pull the accounts linked to the credentials that you provided. Select the accounts you want to add and click the Continue button. 9. Accounts verified with credentials through Plaid will now appear under the external accounts section. Click the Continue button.
Accounts: Adding a New Account
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