Every component is available as a shortcode, a block (category “BankBridge”) and in the supported page builders. Output is themeable and templates can be overridden.
| Shortcode | Block | Attributes | What it shows |
|---|---|---|---|
[bankbridge_connect] | Connect bank | products, button_text, redirect (same site only), context | Plaid Link button and success card |
[bankbridge_accounts] | Bank accounts | show = balances,transactions,insights | Connections, balances, refresh/remove/reconnect, recurring payments |
[bankbridge_transactions] | Transactions | per_page (5–100, default 25) | Searchable history |
[bankbridge_pay] | Bank payment | amount or min/max, description, button_text, recurring (week|month), every, day, starts, ends, ach_class (auto|web|ppd|ccd|tel), business_name | One-time or recurring ACH debit with mandate |
[bankbridge_verify_identity] | Verify identity | mode = idv (default) | match | Identity Verification (KYC) or Identity Match form |
[bankbridge_apply] | Loan application | title | Consent → identity → connect → status |
[bankbridge_portfolio] | Investments | — | Holdings, value, gain/loss, allocation |
[bankbridge_debts] | Debts | — | Liabilities with APRs, minimums, overdue flags |
[bankbridge_gate]…[/bankbridge_gate] | Verified content | require (kyc|bank|identity_match|kyc_and_bank), show (verified|not_verified), message, cta | Content for (un)verified users |
[bankbridge_if_verified] / [bankbridge_if_not_verified] | — | require | Conditional content |
[bankbridge_oauth] | — | — | OAuth return page (created automatically) |
Examples
[bankbridge_pay amount="1450" description="Rent — Apt 4B" recurring="month" day="1" starts="+5 days"]
[bankbridge_pay min="10" max="500" description="Donation"]
[bankbridge_pay amount="2400" description="Invoice 1042" ach_class="ccd"]
[bankbridge_connect products="auth,transactions" button_text="Link your bank" redirect="/my-bank/"]
[bankbridge_gate require="kyc_and_bank"]Members only[/bankbridge_gate]Payment intents
Amounts, schedule and ACH class are signed into a server-side payment intent when the page renders, so visitors can’t change them in the browser. A page reload creates a fresh intent.
Template overrides
Copy a file from wp-content/plugins/bankbridge/templates/ to your-theme/bankbridge/ and edit it. Templates: connect, accounts, transactions, pay, verify, apply, portfolio, login, oauth.
Login
Components that touch personal data ask visitors to log in. Payment forms can accept guests when Settings → Frontend → Guest bank payments is on.