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How do I connect my bank accounts?
Updated over a week ago

We recommend connecting to your bank accounts directly.

We work with Plaid and Basiq to integrate directly with your bank, meaning all you have to do is log in following the on-screen steps. We do not receive or store your credentials.

We support connecting bank accounts located in the US, Canada, UK, Ireland, Spain, Germany, The Netherlands and France with Plaid. In Australia and New Zealand we use Basiq. However, not all banks are supported yet. Please try connecting, but we may need you to provide PDF copies of your bank statements instead. These should be digital copies and not scanned physical copies.

If your bank account is in Belgium, Sweden, or Denmark, please select the option to upload bank statements and provide PDF copies of your bank statements.

Your data is secured in encrypted databases. View our privacy notice to learn more.

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