How to Connect to your Bank
You can connect your bank account to Finta via our partner Plaid. At this time, Finta only support banks within the US and Canada.
- Click on “Add Account” on the Accounts page
- Choose whether you want to add a bank account (e.g. checking or saving account) or an investment account (e.g. IRA or brokerage account). If your banking institution has multiple account types, then selecting either one will be fine.
- Search for and select your bank. If you can’t find your bank, reach out to hello@finta.io, and we’ll work with Plaid to see if it can be added.
- Enter your login credentials and follow the remaining prompts. Finta will not have access to your log in credentials.
- If your bank uses OAuth to connect, you might be redirected to your bank’s website or app during this process. This is completely normal.
- Once you’re done connecting your bank account, you will see your new account on the accounts page.