How do I CONNECT/DISCONNECT/RECONNECT a bank account?

Connect a bank account:

  • Android/iOS:
    1. In the All Accounts screen, click on the Add Account box in the List of accounts.
    2. To add a bank-connected account, select Bank Sync
    3. Type your Bank's country and name in the search field.
    4. Select your banking portal from the drop-down field.
    5. Enter your login credentials to log into your bank's site. Depending on your provider you may need to answer additional security questions; every bank is different.
    6. Choose your account from the provided options. 

Can't find your bank? Submit a bank request

 

Disconnect/Reconnect a bank account:

  • Android:
    1. Go to Settings > Accounts > the specific account > Disconnect.
      Note: Disconnect all accounts with this bank
    2. Follow the same steps to reconnect, Scroll down to select already connected account
  • iOS:
    1. Go to "more" > Settings > Accounts > Select your account to disconnect.
      Note: Disconnect all accounts with this bank
    2. Follow the same steps to reconnect, Scroll down to select already connected account

 

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