Follow the steps below to connect your bank accounts to EveryDollar using the mobile app:
- Sign in through the mobile app.
- Tap the Accounts icon at the bottom of the screen.
- Tap Add Institution.
If you already have a bank account added and you wish to add a second bank, just tap the "+ Add Institution" button. - Tap Search For Your Institution with Plaid. Follow the prompts to search for your bank by name or website (i.e. First Bank OR firstbank.com).
- Manually enter the same login information you normally use to sign in to your bank's website (don't use an auto-fill). Be sure to answer any security prompts (i.e. one-time passcode, security question) correctly.
- Tap Submit.
- Complete any Verification prompts.
When you log in, you’ll see a list of all of the accounts you have open at this bank (checking, savings, money market account, credit cards, etc.). If you don't want EveryDollar to connect to one or more of the accounts, click the account you wish to remove for more options. Some larger banks require that all accounts remain connected in order to stream transactions. For these banks, you can instead choose to not stream the accounts instead of removing them.
NOTE:
-If you have any trouble connecting via our data provider, Plaid, try Mastercard Connect. The Mastercard Connect link is found at the bottom of the Connect Institution page.
-It is not possible to connect bank accounts via routing numbers and account numbers for security purposes.
If you have any trouble adding your bank, please review this article regarding common bank connection errors.