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Tangerine Add external accounts with Plaid
March 14, 2023
6:04 pm
HermanH
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Could you have accidentally agreed to something in your Options or Profile?

It says, 'By selecting "Get started"...'

what happens if you don't hit that button and hit the 'X' to close the window, instead?

March 14, 2023
6:24 pm
savemoresaveoften
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HermanH said
Could you have accidentally agreed to something in your Options or Profile?

It says, 'By selecting "Get started"...'

what happens if you don't hit that button and hit the 'X' to close the window, instead?  

Figure it out.

If I scroll down to the bottom of the "My tangerine" where the linked accounts are listed, there is an option "Add Financial Instituion". That one will be Plaid only and it seems it is just to see the account for the other FI added, NOT LINKED.

If I go to "profile and settings", then "external accounts" tab, under there you will see 2 sections: Top section is "Link external account" (which is the 3 accounts limit and still uses micro deposits). Bottom section is Add Financial Institution, and that one is the same one I clicked under the My Tangerine page and restrict to Plaid only and for different purpose (now I know).

So Plaid actually retain the login and password info when one add a FI, and basically authorize them to log in to all the FIs added (view/read only but still) everytime one logs on to Tangerine. It will be interesting what happens if one changes the password after setting it up as others suggested. If it still works then its pretty scary. A huge security risk in my mind.

March 15, 2023
7:24 am
Norman1
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savemoresaveoften said

If I go to "profile and settings", then "external accounts" tab, under there you will see 2 sections: Top section is "Link external account" (which is the 3 accounts limit and still uses micro deposits). …

That is consistent with Tangerine Bank's answer to FAQ How can I link and confirm a new external account?

March 15, 2023
9:36 am
savemoresaveoften
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Norman1 said

savemoresaveoften said

If I go to "profile and settings", then "external accounts" tab, under there you will see 2 sections: Top section is "Link external account" (which is the 3 accounts limit and still uses micro deposits). …

That is consistent with Tangerine Bank's answer to FAQ How can I link and confirm a new external account?  

yeah havnt linked an account for a long time and think last time I did it, the "add financial institution" option did not exist. So just thought "add" means "link" and obviously not the case.
Why would someone want to "add FI" is beyond me, esp when its a view only too.

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