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'

Watch video: 

Step-by-step instructions:

  1. Select 'Settings' on the navigation menu at the top of the screen, then select 'Bank Accounts' from the menu on the left.
  2. Click '+ Bank Account’ in the top right corner of the Bank Accounts page and select your bank from the menu on the right.
Screen Shot 2021-05-10 at 12.09.46 PMNote: 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
  1. 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"
    Screen Shot 2021-05-10 at 12.12.33 PMScreen Shot 2021-05-10 at 12.13.05 PM
    Note: We do not store your login information!

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