How to update your banking credentials in TrustBooks

Overview: This article will walk you through the steps on how to update your password if it has changed since you integrated with TrustBooks.

Step 1. Start on the Dashboard Page you will see a red alert prompting you that your Online Banking Credentials are expired.  Click on the link at the top of the dashboard page.

Step 2. On the Manage Banking Credentials page select Reauthorize in Blue 

Step 3. Work through the Plaid linking process with the Continue Button