How do I add an existing bank account for transfers?

Select the fourth icon (bank icon) to be taken to the Manage Accounts screen. To add an account, tap the orange “+” icon on the bottom right corner of the screen. Here you have two different ways of adding your account.

• • Add Using Credentials
    • This is done through our partners at Plaid to ensure a seamless connection. Select your bank from the options given (if you do not see your bank listed, please select the manual option). Enter your username and password for that specific online banking account. Here some banks may require to send you a code to verify your identity. After this verification, you should see a list of all available accounts for you to add. Select the account you would like to add and tap “Continue.”
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  • Add Manually
    • Once you choose to add manually, the app will allow you to fill out the appropriate banking information for your external account. Make sure you select whether this account is a savings account or checking account first. You will need the account holder’s name, the routing number for your bank, and your account number.