How do I connect my bank account?

How do I connect my bank account?

The easiest and fastest way to connect your bank account is to provide your bank account username and password when prompted. We use a safe, industry-standard service called Plaid, which is used by many financial institutions and ensures that we never see your login info.

If you don’t feel comfortable doing that, you can always provide us with a PDF upload of your most recent bank statement, and we’ll be on our way!