- Once logged into your Karat account, navigate to Settings → Connections tab
- Scroll to the section titled “Accounts and cards”. At the bottom of the table, you will see a blue link to “Add another bank”
- Use the link and follow Plaid’s instructions to complete linking your accounts
- Once linked, you’ll be prompted to note down how you use each account (whether it is for business only, personal only or a mix of both)