When and why to update your financial accounts

Ensuring that your bank accounts remained shared with UpTogether's Financial app is very important.

Here's how you can check to see if your account is shared:

Verify that your accounts are still shared by visiting the 'My Shared Financial Accounts' tab in the Financials section on UpTogether. We recommend doing this monthly or whenever you access your UpTogether account. If your account has become disconnected, click on the red box below your account that reads 'CLICK TO UPDATE YOUR ACCOUNT'. This will bring you to Plaid where you'll need to share your account with UpTogether again. 

 

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Reasons to check if your account is shared:

  • If you want to verify that your account is shared to ensure that you are eligible for offers to be sent to you
  • If you have an offer, but cannot accept it, you should check your shared financials.
  • If you have already accepted offer and a payment ever failed, you should check your financials, share your account if necessary, and then the payment will automatically reprocess the next day.
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