Connect a bank or card

How to attach checking, savings, and credit cards, and what to do when a bank will not connect.

Walkthrough 1 of 5

Use the business company

Switch to the business in the sidebar before you connect a business account. A personal card can live on the Personal account instead.

Step 1
Use the business company
Switch to the business in the sidebar before you connect a business account. A personal card can live on the Personal account instead.
Step 2
Click Connect account
Open Bank Accounts. Connect account is for checking, savings, and cards. Investment accounts use Investments and Connect brokerage. Morgan Stanley’s logo is in that bank list with Schwab, Fidelity, and Vanguard.
Step 3
Sign in at the bank
Search the bank name in the window that opens. The login happens at the bank. When it finishes, choose which accounts belong to this company.
Step 4
Sync
Back on Bank Accounts, Sync Accounts pulls the latest transactions. Existing lines are not duplicated.
Step 5
If the bank is not in the list
Add Manual Account is for a card or account that cannot connect. Enter it by hand and record the lines yourself. Loan accounts use Loans and Connect loan. Credit Union West is not in the logo row. Search that name, sign in, and pick the vehicle loan. If that loan is already in Loans, choose The loan I already added so the bank updates it.