How can I add a new financial account?

With MoneyWellth, you can effortlessly and securely connect your financial accounts. This includes:

• Savings and checking accounts.
• Credit and loan accounts.
• Investment, HSA, and retirement accounts.

To connect a new financial account to your MoneyWellth account, please follow these steps:

Through the App:

1. Log in to your MoneyWellth account.
2. If you haven't added any financial accounts yet, you should see a tile on your dashboard that says No Linked Accounts. Tap the Link Now button to add your accounts. Tap Link Accounts Now on the next screen and skip to step 6 below. 
   
   
    
3. You can also add accounts to your profile by tapping the Profile icon on the bottom navigation menu.
   
   
    
4. Under the Personal Settings section, go to Manage Linked Accounts.
   
   
    
5. If you'd like to add an account for an existing connected institution, you can just tap Add Account under the institution's name. If you'd like to add an account from a new institution, tap Link Another Account at the bottom of the page. 
   
   
    
6. Tap Link Accounts Now.
   
   
   
    
7. Select your financial institution.
   
   
    
8. You will then be prompted to complete the process through our partner, Plaid, or your financial institution's page. Enter your login credentials for the financial account you want to add
9. Follow any additional instructions or security steps as prompted.
10. After Plaid, our financial account linking provider verifies your login credentials, your financial account will be successfully connected to MoneyWellth!
11. You can link more than one financial account at a time by tapping on Link Another Account Now.
    
    
    
    Please note that it may take 1 to 15 minutes for you to see your account information. 

Through the Website: 

1. Log in to your MoneyWellth account.
2. If you haven't added any financial accounts yet, you should see a tile on your dashboard that says Financial Snapshot. Click Link Accounts Now to add your financial accounts. Skip to step 6 below.
   
   
    
3. You can also add accounts to your profile by clicking on your profile icon on the left navigation menu.
   
   
   
    
4. Under the Personal Settings section, go to Manage Linked Accounts.
   
   
   
    
5. If you'd like to add an account for an existing connected institution, you can just click Add account next to the institution's name. If you'd like to add an account from a new institution, click Add Institution at the bottom of the page.
   
   
    
6. Select the type of account you want to link and click Next.
   
   
   
    
7. Select your financial institution.
8. You will then be prompted to complete the process through our partner, Plaid, or your financial institution's page. Enter your login credentials for the financial account you want to add
9. Follow any additional instructions or security steps as prompted.
10. After Plaid, our financial account linking provider, verifies your login credentials, your financial account will be successfully connected to MoneyWellth! Please note that it may take 1 to 15 minutes for you to see your account information.