Add Account

Add account

Add Account

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Search to find your financial institution.


Manual

Don't see your bank? Add one manually.

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Help & Information

Add a new financial account by providing the following details:

  • Enter the 9-digit routing number for the bank or financial institution
  • Provide the account number associated with this account
  • Set an initial balance for the account
  • Optionally add any notes or additional information about the account

All financial information is encrypted and stored securely in our system.