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How to add a financial institution
How to add a financial institution
Akiko avatar
Written by Akiko
Updated over a week ago

You can add a financial institution in the following steps:

[for iOS]

1. Tap the top right icon on the orange screen.

2. Tap the “+” button on the Vault screen.

3. Select and tap the name of the financial institution you want to add from the list.

4. Register the financial institution according to an instruction on the screen of a financial institution.

Please also use the search function to find what you want to add.

[for Android]

1. Tap “Add new account” from the contextual menu in the right corner on the Balances screen.

2. Tap "+" icon on bottom right.

3. Select and tap the name of the financial institution you want to add from the list.

4. Register the financial institution according to an instruction on the screen of the financial institution.

Please also use the search function to find what you want to add.

[for Web]

1. Click “Personal” > “Balances” > “New” button.

2. Select an account type or type the name of the financial institution you want to add on the search bar.

3. Register the financial institution according to an instruction on the screen of a financial institution.

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