Secure Financial Intake
Complete this form to begin a read-only financial intake for your Legacy Systems engagement. After submission, you will be redirected to Plaid to connect the eligible accounts you choose.
Your Plaid connection is read-only.
Upload Transaction Files Instead
Legacy Systems uses eligible balance and transaction data for financial wellness, cash-flow, budgeting, and operational finance analysis. Legacy Systems cannot move money, make transfers, control your accounts, or store your bank login credentials.
Do not enter bank login credentials on this page. Plaid will request any institution credentials only after the secure redirect.
