How do I share my bank account?

1. To share your bank account with UpTogether, locate the Financials section on the UpTogether home-page and click on "Shared Accounts.”

2. Click on the tab that says, "My Shared Financials" and then click on "Share a New Account"

shared_financials.png

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

plaid.png

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

financials4.png

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

mceclip3.png

 

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.

mceclip0.png            mceclip1.png

 

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.

mceclip2.png

Your account has been successfully shared with UpTogether and you can manage it in the Financials section at any time.

Was this article helpful?
14 out of 21 found this helpful