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Why Do I Have to Reconnect My Bank With Plaid to Process a Refund?

Review the security benefits of reconnecting your bank with Plaid for refund processing.

Jake Scotto avatar
Written by Jake Scotto
Updated over a week ago

This feature is available on all Goodshuffle Pro Plans.

If you receive an error when trying to process a refund, it's likely because your bank connection via Plaid needs to be refreshed.

Many banks—like TD Bank—require you to re-authenticate your connection every 90 days for security reasons. This is only required for processing refunds or withdrawals, not for receiving payments from clients.


Why This Matters

Reconnecting your bank with Plaid helps:

  • Maintain the highest level of security

  • Prevent refund errors

  • Avoid potential overdraft issues


Who Can Reconnect?

Only the Account Owner can update or reconnect banking information.
Admins and Full Users do not have access to this feature.


How to Reconnect Your Bank

  1. Go to your “Company” tab here.

  2. Click “Bank Info” on the left side to jump to your current banking details.

  3. Click “Change” next to your bank name.

  4. This will launch a secure Plaid window for you to reconnect your bank.

Once completed, you’ll be able to process refunds again immediately.


Need Additional Support?

Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!

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