How do I link an account?

There are two ways to link an account. You may link an account through Plaid using your external bank account login credentials, or link an account manually using your account and routing number. 

Navigate to Settings

Select External Accounts

Select to Link Instantly (with Plaid) or Link Manually

Link Using Plaid- Find your financial institution and securely sign in with your credentials. Your account will be connected and ready to initiate transfers. 

Link Manually - Provide your account's routing and account number. Once verified, your account will be available for transfers.