From 48943d59f3a609cf083107952a4422bfd72b3e95 Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Wed, 15 Apr 2026 17:36:04 +0100 Subject: [PATCH 1/3] Add blog post: encourage connecting more banking accounts in Link Goes live 24 April 2026. Covers the new Add another / Connect another account prompts in the Link flow for Plaid and TrueLayer integrations. Co-Authored-By: Claude Sonnet 4.6 --- ...0415-link-banking-encourage-connections.md | 35 +++++++++++++++++++ .../260415-link-banking-add-another.png | 3 ++ .../260415-link-banking-plaid-connected.png | 3 ++ 3 files changed, 41 insertions(+) create mode 100644 blog/260415-link-banking-encourage-connections.md create mode 100644 static/img/updates/260415-link-banking-add-another.png create mode 100644 static/img/updates/260415-link-banking-plaid-connected.png diff --git a/blog/260415-link-banking-encourage-connections.md b/blog/260415-link-banking-encourage-connections.md new file mode 100644 index 0000000000..ea441a8429 --- /dev/null +++ b/blog/260415-link-banking-encourage-connections.md @@ -0,0 +1,35 @@ +--- +title: "Link: encourage connecting more banking accounts" +date: "2026-04-24" +tags: ["Product", "Update"] +hide_table_of_contents: false +authors: pmckinney +--- + +On **24 April 2026**, we will update the Link flow to encourage users to connect more than one banking account, giving lenders a fuller picture of their customers' cash flow. + + + +## What's new? + +After a user successfully connects a banking account in Link, they are prompted to connect another. This happens in two places: + +**On connection success**, users see a "We recommend adding more bank accounts" prompt with a primary **Connect another account** button and a secondary **Continue** option. There is also a tooltip providing users with information on why they should connect another account. + +![Plaid connected — prompt to connect another account](/img/updates/260415-link-banking-plaid-connected.png) + +**On the main Link screen**, the Banking step shows an **Add another** button tagged **Recommended**, alongside information on why this would provide extra value. + +![Link screen — Add another banking account](/img/updates/260415-link-banking-add-another.png) + +Previously, users would complete the flow after connecting a single account, with no clear suggestion to add more. Merchants who connect multiple accounts give their lenders a fuller picture of their cash flow, leading to better lending decisions and improved conversion rates. This addresses a commonly reported pattern where merchants connect only one account. + +The prompt applies to banking integrations connected via both **Plaid** and **TrueLayer**. + +## Who is this relevant for? + +All clients using Link — either the [Hosted Link flow](/auth-flow/overview) or the [Link SDK](/auth-flow/authorize-embedded-link) — with banking integrations enabled. + +## How to get started? + +No action is required. The updated flow will be available to all customers using Link with banking integrations from **24 April 2026**. diff --git a/static/img/updates/260415-link-banking-add-another.png b/static/img/updates/260415-link-banking-add-another.png new file mode 100644 index 0000000000..7965a09b55 --- /dev/null +++ b/static/img/updates/260415-link-banking-add-another.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:affcf160974c950ab25f3383e3986ecb77b9932080faa5e4de86f251e4737c24 +size 46035 diff --git a/static/img/updates/260415-link-banking-plaid-connected.png b/static/img/updates/260415-link-banking-plaid-connected.png new file mode 100644 index 0000000000..c435e48e84 --- /dev/null +++ b/static/img/updates/260415-link-banking-plaid-connected.png @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:e8201d29102d439083fd094f1309469746d4e6dedeadbc86b69f195377640547 +size 65538 From dbf53e876dd5d708fd7497c54ef738ef4bdebcdd Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Wed, 15 Apr 2026 17:42:19 +0100 Subject: [PATCH 2/3] fix date --- blog/260415-link-banking-encourage-connections.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/blog/260415-link-banking-encourage-connections.md b/blog/260415-link-banking-encourage-connections.md index ea441a8429..5714c5aa13 100644 --- a/blog/260415-link-banking-encourage-connections.md +++ b/blog/260415-link-banking-encourage-connections.md @@ -1,7 +1,7 @@ --- title: "Link: encourage connecting more banking accounts" -date: "2026-04-24" -tags: ["Product", "Update"] +date: "2026-04-15" +tags: ["Product", "Update", "Link"] hide_table_of_contents: false authors: pmckinney --- From 1f7f30647d4350f014cb3df1df88b54b70e5e859 Mon Sep 17 00:00:00 2001 From: Polina <112084241+pzaichkina@users.noreply.github.com> Date: Thu, 16 Apr 2026 23:47:32 +0100 Subject: [PATCH 3/3] Revise Link flow to promote multiple bank account connections Updated the Link flow to encourage users to connect multiple bank accounts, improving lender insights into cash flow. --- ...0415-link-banking-encourage-connections.md | 26 ++++++++++--------- 1 file changed, 14 insertions(+), 12 deletions(-) diff --git a/blog/260415-link-banking-encourage-connections.md b/blog/260415-link-banking-encourage-connections.md index 5714c5aa13..23e02124ad 100644 --- a/blog/260415-link-banking-encourage-connections.md +++ b/blog/260415-link-banking-encourage-connections.md @@ -1,35 +1,37 @@ --- -title: "Link: encourage connecting more banking accounts" -date: "2026-04-15" +title: "Link: drive more bank account connections" +date: "2026-04-17" tags: ["Product", "Update", "Link"] hide_table_of_contents: false authors: pmckinney --- -On **24 April 2026**, we will update the Link flow to encourage users to connect more than one banking account, giving lenders a fuller picture of their customers' cash flow. +On **April 24, 2026**, we will update the Link flow to encourage users to connect more than one bank account. ## What's new? -After a user successfully connects a banking account in Link, they are prompted to connect another. This happens in two places: +When a user successfully connects a bank account in Link, they are now prompted to connect another. The prompt appears in two places: -**On connection success**, users see a "We recommend adding more bank accounts" prompt with a primary **Connect another account** button and a secondary **Continue** option. There is also a tooltip providing users with information on why they should connect another account. +1. **On the connection success screen**, users see a _We recommend adding more bank accounts_ message with a primary **Connect another account** button. -![Plaid connected — prompt to connect another account](/img/updates/260415-link-banking-plaid-connected.png) + A secondary **Continue** button on the screen skips additional account creation. A tooltip explains why connecting additional accounts is beneficial. -**On the main Link screen**, the Banking step shows an **Add another** button tagged **Recommended**, alongside information on why this would provide extra value. + ![Plaid connected — prompt to connect another account](/img/updates/260415-link-banking-plaid-connected.png) -![Link screen — Add another banking account](/img/updates/260415-link-banking-add-another.png) +2. **On the main Link screen**, the Banking step displays an **Add another** button tagged _Recommended_ and provides context on the value of connecting more accounts. -Previously, users would complete the flow after connecting a single account, with no clear suggestion to add more. Merchants who connect multiple accounts give their lenders a fuller picture of their cash flow, leading to better lending decisions and improved conversion rates. This addresses a commonly reported pattern where merchants connect only one account. + ![Link screen — Add another banking account](/img/updates/260415-link-banking-add-another.png) -The prompt applies to banking integrations connected via both **Plaid** and **TrueLayer**. +Previously, users completed the flow after connecting a single account and didn't receive a suggestion to add more. The update aims to change this common connection pattern. Merchants who connect multiple accounts give their lenders a fuller picture of their cash flow, which leads to better lending decisions and improves conversion rates. + +The change applies to banking integrations connected via **Plaid** and **TrueLayer**. ## Who is this relevant for? -All clients using Link — either the [Hosted Link flow](/auth-flow/overview) or the [Link SDK](/auth-flow/authorize-embedded-link) — with banking integrations enabled. +This change is relevant to all clients using Link with banking integrations enabled. This includes the [Hosted Link flow](/auth-flow/overview) and the [Link SDK](/auth-flow/authorize-embedded-link) solutions. ## How to get started? -No action is required. The updated flow will be available to all customers using Link with banking integrations from **24 April 2026**. +No action is required. The updated flow will be available to all customers using Link with banking integrations from **April 24, 2026**.