Account Linking Partner
For account linking we partner with Plaid, a financial technology leader with stellar security credentials. You can review Plaid’s security credentials here.
When linking accounts, we never send your credentials to your browser, and we do not store your credentials ourselves. Plaid uses industry-leading security practices to ensure that your accounts stay safe.
Account linking does not work with Fidelity Investments if you have two factor authentication enabled, and we do not recommend disabling your two factor authentication.
Linking a New Account
When you create an account, you have the ability to link to your financial institution through our partner Plaid. When you link an account, it brings in your current account balance. Bear in mind that this method does not capture cost basis, allocation, or transactions, and you will need to make those entries yourself to ensure that your plan is accurate.
Linked accounts are automatically updated twice daily. Not all update attempts are successful, but after a few days, any issues that may arise usually resolve themselves.
If you'd like to link your accounts, please follow these instructions:
Step 1: Press "Add an account +"
Step 2: Choose the account type
Step 3: Choose "Connect & Monitor"
Step 4: Link to your financial institution
Linked Account Not Functional
If you successfully linked to an institution and don't see your accounts, you likely did not complete linking directly to a specific account. Here is how to connect the account:
Step 1: Click on the gray link icon or "Add an account +"
Step 2: Then, click on the institution name
Step 3: Finally, select an account
4. Repeat this process for every account you wish to link.