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 Bank Transfer Accounts

Select Add Account

Select to Link Instantly (with Plaid) 

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