How do I link my bank account?

1. To link your bank account to your UpTogether profile, locate the Financials section on the UpTogether home-page and click on "Link a New Account.”

2. Click on the tab that says, "My Linked Bank Accounts" and then click on "Link a New Account"

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3. You will now be redirected to Plaid where you can safely and securely enter your banking information. 

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4. If your bank is not listed in the options available, search for your bank, by name, in the search box. 

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5. Enter your banking credentials here. Start with your username and password and click on submit.

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6. You may need to verify your identity. If so, you’ll receive a text message from your bank and you will need to enter the code when prompted.

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7. Plaid will begin to verify the code that you have entered. Once it has been successfully verified, your bank account information will be available to you on the screen.

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Your account has been successfully linked to your UpTogether profile and you can manage it in the Financials section at any time.

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