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Overview

The Banks & Integrations page gives users a clear and intuitive way to manage all of their financial accounts, including:
  • Linking bank accounts through native integrations (e.g. Plaid)
  • Creating and maintaining manual accounts
  • Managing beginning balances across all account types
  • Editing start dates for linked accounts
  • Addressing connection or credential issues
  • Cleaning up accounts through guided merge tools

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Embedding Banks & Integrations

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Banks & Integrations page: 
Tight.renderScreen(elementId, 'banksAndIntegrations');