Once you have made your account, you will be brought to a page with a list of banks and a "Link Account" button. Simply press "Link Account" and you will be prompted to select your bank and enter your credentials. Please make sure to enter all of the required information and wait for the connection to fully establish before clicking "Done."
You may connect multiple banks at once or add additional banks later under your account profile page. By signing in to your bank, you authorize linking all accounts associated with the login information you are submitting. We ensure that your information is kept secure and confidential, protecting it under the most stringent protocols.