How-to Guide: Connect Bank of America CashPro to Ledge

In the guide below we will collect the three components required to connect Bank of America:

1. App ID

2. Client ID

3. Authentication secret

Go to CashPro Developer Portal and complete the signup process. When complete, you will be redirected to the Dashboard. Click Request production access.

Under Select platform, pick CashPro and click Continue. Fill out the form with your details, and under Integration type pick Direct. When the form is complete click Continue. Under IP addresses for whitelisting, add 34.231.208.110 and once done, click Continue. Under Account Information, check the box next to CashPro Reporting (Balances, Transactions) and fill out your CashPro user ID below. Finally, click Submit.

In the Requests tab, you can now view your request status. Click the + sign to the left of the request created. The App ID and Client ID are now visible. Copy them, and paste into Ledge.

You will receive an email from the CashPro team with a link to secure message. Follow the instructions to complete the process. Once you do, you will get another secure message with the secret, which you should copy, and paste into Ledge.