Link a Bank Account:
To link an external bank account to your account, follow these steps:
- Sign in to your account on the app or website
- Tap Settings, or click on your profile icon in the top right to reach the settings menu
- Tap Linked Bank Accounts.
- Select Link An Account
- Enter/Confirm your phone number, click ‘Continue’ using Plaid from the pop up
- Follow the instructions provided by Plaid and finish the linking process.
That’s it! You can now transfer funds between your linked accounts!
Please note:
- Linked accounts must be personal checking or savings accounts under your exact name only.
- A maximum of 5 accounts may be linked.
- For the best experience, ensure that your personal information including your name, phone number, email address and physical address match between both accounts prior to linking.
- Transfers take 3-4 business days to complete.
Remove or Re-link a Bank Account:
- Sign in to your account on the app or website
- Tap Settings, or click on your profile icon in the top right to reach the settings menu
- Tap Linked Bank Accounts.
- Select the Bank Account you would like to remove or re-link
- Choose the Remove Account or Re-link button, then follow the prompts on the screen to confirm.

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