Link a Bank Account

Modified on Wed, Oct 29 at 11:41 AM

Perform the following tasks:


1. Log into your Dashboard.

2. Add and verify your bank account using one of two methods: 


Verify using bank deposits.

Link via Plaid. 


Both will enable you to move funds from your personal bank account into your Cash Account, where you can use them for immediate purchases, or the system will automatically withdraw funds from your account for scheduled purchases. 

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