Caixa PF Tutorial (Web)

To connect your Caixa Econômica Federal personal account with Pluggy, you must authorize the device through Internet Banking. 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;
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 browser window/tab; keep it open, as we will come back to it;
5. Open a second browser tab and go to the Caixa Econômica Federal website: https://www.caixa.gov.br/;
6. On the Caixa home page, click the "Acessar minha conta" (Access my account) button;
7. On the screen that appears, enter your username in the indicated field;
8. Select your account type (Pessoa Física — individual; Pessoa Jurídica — business; or Governo — government);
9. Click "Continuar" (Continue);
10. On the screen that appears, check that the initials shown above the orange button match your name. If they are correct, click the orange button;
11. Use the digital keyboard that appears to type your account password;
12. Click "Continuar" (Continue);
13. On your account's home page, use the orange arrows to find the "Senhas e Configurações" (Passwords and Settings) menu;
14. Click "Senhas e configurações" (Passwords and settings);
15. In the menu that expands, find the "Computadores e dispositivos" (Computers and devices) section and click "Gerenciar" (Manage);
16. In the "Alerta" (Alert) dialog that appears, click "SIM" (YES);
17. On the screen that appears, look in the "Apelido" (Nickname) column for the same code you wrote down on the "Cadastro de Dispositivo" (Device registration) screen in the widget (see step 3 of this tutorial), and select it;
18. Click "Ativar dispositivo" (Activate device);
19. Now go back to the Pluggy widget window/tab you left open (see step 4 of this tutorial). Click the "Confirmo que ativei o dispositivo" (I confirm I have activated the device) button;
20. Done! You don't need to do anything else — just wait approximately 30 minutes and we will connect your data automatically.