Link a Card or Bank Account

Unfortunately, Plaid does not support all banks or cards for linking.

To link a card or bank account

1. Tap the gear icon (top-left)
2. Tap "Connected Accounts"
3. Tap "Sync Bank or Card Purchases"
4. Select or search for your bank institution
5. Enter your bank account login details
6. Select the bank accounts you want to sync transactions with
7. Tap "Save"

After linking a bank account, transactions from the past 12 months will be synced and available for you to review in the "Transactions" tab.

To unlink a card or bank account

1. Tap the gear icon
2. Tap "Connected Accounts"
3. Tap the bank account you want to unlink
4. Tap "Disconnect Account"
5. Tap "Unlink Account"

Bank transactions in review will be hidden until the bank account is relinked.