Mobile App
To add an account, open the main menu and select “Settings”. Then press “Add account”.
Select an account from the Top Institutions list or use the search. Not all financial institutions support this connection, but many popular options are available. Once you select an institution, you will be prompted to enter login credentials for that institution to establish a connection.
Desktop
To add an account, click on your profile avatar from the upper right-hand corner and click “+ Add account”.
Select an account from the Top Institutions list or use the search. Not all financial institutions support this connection, but many popular options are available. Once you select an institution, you will be prompted to enter login credentials for that institution to establish a connection.