Integrations · Banks

Connect USAA to Well

Connect USAA through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.

Connect USAASee what Well does

What Well pulls from USAA

USAA feeds your accounts, balances, and transactions into Well through Plaid as a US bank connection. It is read-only; disconnect at any time from your workspace settings to revoke USAA’s access.

From USAA	In Well	Relation
Account	Workspace account	Syncs as
Transaction	Bank transaction	Imports as
Balance	Cash position	Updates

Sync mode: incremental polling
Refresh: scheduled
Direction: USAA → Well

USAA bank details

ACH routing numbers: 122487129314074269
Institution type: Bank
Region: United States

What Well reads through Plaid

accounts
balances
transactions

What Well does with your USAA connection

Connect

Connect USAA over Plaid: you authenticate with USAA through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.

Sync

Well brings account, transaction, and balance in from USAA on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.

Enrich

Well resolves each USAA entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.

Available

Your data from USAA lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.

Questions USAA unlocks

Ask in plain language. Well answers from your connected USAA connection, resolved against the rest of your stack.

Ask Well

Ask anything about your USAA connection

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What needs attention?

Find unmatched records

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Connect USAA in three steps

01
Connect USAA through Plaid
From Well's Connections panel, search for USAA and click Connect. Well opens Plaid's secure flow, where you authenticate on USAA's side. Your USAA login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
02
Map your entities
Well imports your USAA accounts, balances, and transactions and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history USAA makes available.
- Mappingpreconfigured by Well
03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. USAA is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes

The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.

How USAA stays secure with Well

Well connects to USAA through Plaid, the bank-aggregation layer. You authenticate on USAA's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, and transactions, but cannot move money, initiate a payment, or change anything at USAA. Disconnect any time from Well or your Plaid dashboard.

PlaidEncrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read USAA records
The accounts, balances, and transactions USAA shares through Plaid, scoped by your authorisation.
granted
Resolve account, transaction, and balance across your stack
Match identifiers in USAA against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Modify or delete USAA records
Not granted; USAA is read-only in Well. Write-back is opt-in per connector when a write surface exists.
refused
Store USAA passwords or session cookies
Authentication runs through Plaid tokens we never see.
refused

Disconnect any time from Well settings or USAA’s admin panel.

Frequently asked questions about USAA and Well

How do I connect USAA to Well, and how long does it take?

From Well, open Connections, find USAA, and click Connect. Well links USAA through Plaid: you authenticate on USAA's side in Plaid's secure flow, and Well receives a read-only connection. Your USAA login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, and transactions right after.

What does Well pull into the workspace from USAA?

Well brings in account, transaction, and balance from USAA and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so USAA stays the source of truth while Well lets you query the data alongside the rest of your stack.

What does USAA unlock once it is connected to Well?

Once USAA is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its USAA source, so you can always trace a workspace record back to the original.

What happens when USAA updates an account that Well already pulled in?

Well watches for updates to accounts and applies them on the next sync, preserving the original workspace identifier so anything downstream (records tables, conversation history, agent runs) keeps pointing at the right workspace account. Edits flow in incrementally; nothing is duplicated, and the USAA source identifier is retained on every revision.

How often does USAA sync with Well, and what triggers a refresh?

Well polls USAA regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on USAA's side stays modest.

Can I disconnect USAA and what happens to the data Well already pulled?

Open Connections > USAA in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from USAA; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.

What is USAA's routing number?

USAA's ACH routing numbers are 122487129 and 314074269. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on USAA's side, and the routing number is shown here as a reference.

Which region does USAA cover in Well?

USAA is a US institution, connected through Plaid. Well reads its accounts, balances, and transactions as a read-only feed and never moves money or changes anything at USAA.