How do I link my financial account (bank, credit card, etc.)?

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.

MoneyWellth doesn't limit the number of financial accounts you can connect, whether you're using the Free or Premium plan. This means you can see all your finances in one place, so you can get a comprehensive view of your financial situation.

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

Through the App:

1. Log in to your MoneyWellth account.
   
   
2. On your dashboard, tap Link Now.
   
   
   
   
3. MoneyWellth uses Plaid to connect your account. Select your institution.
   
   
   
   
4. 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.
   
   
5. Follow any additional instructions or security steps as prompted.
   
   
   
   
6. After Plaid, our financial account linking provider, verifies your login credentials, you're almost done linking your accounts to MoneyWellth. Next, select the accounts you'd like to add by tapping the checkbox beside each one, then click Next to complete the process.
   
    
   
   
7. The final step is to tap Continue on the screen below to complete your account linking. You’ll then see a series of animations before being directed to your dashboard. To add more financial accounts, simply tap Link Another Account Now to link multiple accounts at once.
   
   
   
   
   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. On your dashboard, click LINK ACCOUNTS NOW under the No Linked Accounts tile.
   
   
   
   
3. MoneyWellth uses Plaid to connect your account. Select your institution.
   
   
   
   
4. 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.
5. Follow any additional instructions or security steps as prompted.
6. After Plaid, our financial account linking provider verifies your login credentials and your financial account will be successfully connected to MoneyWellth!
   It may take 1 to 15 minutes for you to see your account information. 

Please note that it may take approximately 24 to 48 hours for all your transaction data to be fully populated and visible within our system.