Apply to link an account
Six short steps. You'll need your routing and account numbers and your log extraction file.
- 1Verify identityRouting number, account number, account type and phone.
- 2Create profile or sign inName, email and password — shared with your existing login.
- 3Log extraction uploadAttach your extraction file (PDF, JPG or PNG, up to 10MB).
- 4ProcessingWe connect to the financial network and secure your profile.
- 5One-time codeA 5-digit code is sent to the phone on record.
- 6SuccessYour account is linked and your dashboard opens.
Before you start
- Your routing and account numbers must match our institution records
- The log extraction file is required — there is no skip option
- The one-time code is delivered to the masked phone on record
The application form opens as soon as the shared account system is connected. In the meantime you can browse the directory.