How to add a bank account via 'Online Login'

If your bank supports single sign-on, you can simply connect your account by logging in with your online banking credentials.

Setting up your bank account via 'Login online'

  1. Select 'Settings' on the left-hand side of the navigation menu and then 'Bank accounts'  


  2. Click ‘Add Bank Account’ in the top right corner of the Bank Accounts page and select your bank from the menu on the right.
    Note: Not all supported banks are displayed on the widget - try to search your institution using the search bar. You can find a list of all supported institutions here.
    If you cannot find your institution, please set-up your bank account by entering routing info
    .
  3. Log in with your online banking credentials, select your account and follow the prompts until you see a green success message: "Bank account added successfully"

    Note: We do not store your login information!

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