How do I link my bank account using instant verification?

Modified on Fri, 27 Jan, 2023 at 12:34 PM

Follow the steps below to link a bank account instantly:

1. Log in to your SecureSave account
2. Click on your name or icon in upper right corner, select Banks
3. Click where it says Link a bank account
4. Select Bank account instant from the list. This opens a pop-up of Plaid*.
5. Click Get Started
6. Select your bank from the list**
7. Enter your online banking credentials, such as username and password (or other identification).
8. Pick which account you want to link

With these steps complete, you can now move money in and out of your SecureSave Emergency Savings Account.

• Learn more about Plaid in the following FAQ: "What is Plaid?"

** If your bank does not show up, it is not eligible for the Instant process and you must use the manual process to link a bank account.

Note: If you do not want to use Plaid, you can always use the manual process.