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Update Bank Account

1. Access your account and visit the Wallet Management tab located in the left-hand menu in the account portal. Locate your linked bank accounts below your wallet. 


2. Either Remove a linked bank account or select the Add New Account button located at the bottom. You will be directed to connect your online banking source through our third party.


3. Continue with Plaid then select your bank and enter your online credentials. 

  


4. Select the bank account you would like to add and select Continue. 


5. The new bank account will now appear in the linked bank accounts list. You can remove the old bank account(s) linked on Connect Invest by selecting the Remove link to the right. 


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