@get-asset/react
AssetAccountsConnect
Connect a new institution. The default panel's Plaid card opens Plaid Link; after a successful connection it shows a confirmation step where each account is assigned as business or personal (personal accounts also pick a contribution and distribution ledger). Confirming links the accounts via the Asset API. Only Plaid is shown by default; add more methods (Gusto, QuickBooks, Manual) via the methods prop — non-Plaid ones fire onSelectMethod for you to wire up.
Built on the headless AccountsConnect compound from @get-asset/sdk.
Preview
Connect accounts
For accurate bookkeeping, select all accounts when connecting a new institution. You can update tracked accounts anytime.
Required scopes
The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:
plaid:createplaid:readledger:read
API reference
Root props
| Prop | Type | Default | Description |
|---|---|---|---|
onConnected | (institutions, account) => void | — | Called after the accounts are linked on the Asset API. |
onError | (error) => void | — | Called if creating the link token or linking fails. |
onClose | () => void | — | Called when the panel's close (×) button is clicked. |
onSelectMethod | (method) => void | — | Called when a non-Plaid method card (gusto / quickbooks / manual) is clicked. |
methods | ConnectionMethod[] | — | Override the connection methods shown. |
onExit / onEvent | PlaidLink callbacks | — | Forwarded to Plaid Link. |
className | string | — | Forwarded to the panel element. |
States
Connect accounts
For accurate bookkeeping, select all accounts when connecting a new institution. You can update tracked accounts anytime.