If you’re having trouble completing the financial section of the application, there may be an error with the connection. This can occur if your financial institution is a smaller regional bank or is not well recognized.
If this does occur or if you would prefer to add your bank manually to your application, please select the “Verify Manually” option.
You will then be prompted to type in your bank name, account type, and estimated account balance to move forward. Once you've submitted your application, we will request bank statements to verify the account(s).
Please do not email us your account or routing number, or any other sensitive information. If you encounter any other issues, please contact our Client Happiness Team directly.
For more details about why we ask that your financial accounts be connected electronically, check out this article. For further troubleshooting when your institution isn’t linking with Plaid, check out this article.