School banking
Connect your school's bank.
Link your school accounts to Charter Success Partners. We'll guide you through each step.
- School details
- Select bank
- Review & save
Step 2 of 3
Select your school's bank
Search for your bank, then sign in with your school's bank login.
School LEA
Loading secure bank selection…
If Plaid shows saved accounts, choose only accounts belonging to your school. You'll review your selection before saving.
Step 3 of 3
Review your school accounts
Check the bank, every account, and your school's LEA before saving.
Your connection isn't saved yet.
CSP saves the connection and enables transaction imports only after you confirm below.
- School LEA
- Bank
Selected accounts
If any account is personal or the LEA is wrong, cancel and choose again.
Complete this review within 25 minutes. Canceling or closing this page discards the selection from CSP; it does not undo permissions already granted in Plaid or at your bank.