Caixa PF Tutorial (Mobile)

To connect your Caixa Econômica Federal personal account with Pluggy, you must authorize the device. Here is a video tutorial showing how to do it:

1. On the Caixa connection screen, enter your account's username and password;
2. Click the "Conectar" (Connect) button;
3. The following screen will be displayed: "Cadastro de dispositivo" (Device registration). This screen appears because, as a security measure, Caixa requires the account holder to authorize the connection. To grant this authorization, follow the next steps. Still on the "Cadastro de dispositivo" (Device registration) screen, note that at the bottom there is the sentence "Você precisa ativar o seguinte dispositivo" (You need to activate the following device), followed by a code — in our example, "746". Write this code down, as we will use it to grant the authorization;
4. Do not click the "Confirmo que ativei o dispositivo" (I confirm I have activated the device) button yet — we will click it later. Also, do not close this window/app; keep it open in the background, as we will come back to it;
5. Open the Caixa Econômica Federal app;
6. On the initial login screen, tap your username; Note: if you have never used your account in the app before, you must complete your first login through the app.
7. Enter your password;
8. Tap "Acessar sua conta" (Access your account);
9. On your account's home screen, find the "Menu" option in the bottom corner and tap it;
10. In the menu that appears, tap "Meu Perfil" (My Profile);
11. Find the "Meus Dispositivos" (My Devices) option and tap it;
12. In the list that appears, look for the same code you wrote down in step 3 of this tutorial, and select it;
13. Scroll to the bottom of the menu and tap "Ativar Dispositivo" (Activate Device);
14. On the screen that appears, tap "Continuar" (Continue);
15. The following message will be displayed: "Seu dispositivo foi ativado!" (Your device has been activated!). This means the process inside the Caixa app is complete;
16. Now go back to the Pluggy widget window/app you left open (see step 4 of this tutorial). Click the "Confirmo que ativei o dispositivo" (I confirm I have activated the device) button;
17. Done! You don't need to do anything else — just wait approximately 30 minutes and we will connect your data automatically.