Connect your school bank account.

Enter your LEA, your name, and your email, then continue into the secure Plaid bank authorization flow with Charter Success Partners. You can return to this page after a successful connection to add another account.

Use your 3-character LEA code, such as 32B or 98D. New schools can use this page without pre-configuration.

You will choose the bank accounts to share during the Plaid step.

After you finish, our system stores the connection securely and syncs transactions and balances automatically.