How do I link my bank account?
We use Plaid, a secure service that connects to your bank account without storing your login credentials. To link your account:
- Click "Connect your Bank" during your application or from the dashboard.
- Select your bank from the list.
- Log in using your online banking credentials.
- Approve the connection.
If your bank isn’t supported or you prefer not to use Plaid, you can manually upload PDF statements.