We partner with Plaid, a financial technology leader with stellar security credentials, to link your financial accounts. Please see our Account Linking Video for more information and a demonstration of these features.
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.
To link your accounts
Begin by going to the Accounts and Assets section of My Plan and entering or editing an account
If you do not have any financial institutions
you will be prompted to add an institution
If you have linked an institution but not added accounts
you will be need to link each account from the Planner
If you have added institutions and accounts and wish to add another account or re-link an account you have the ability to do so via this screen.
