- Help Center
- Setting up your account
Setting up your account
We’re here to help you achieve your financial goals, so it’s important to complete your account set up with your goals and relevant info.
Your goals
Select at least one financial goal:
Monitor credit score
Manage debt
Budget spending
Grow savings
Linking Accounts
Add external accounts:
Tap on the + icon for the type of account you want to add - Checking, Savings, or Credit Card.
Enter the name of your financial institution in the Search bar.
Select the correct institution.
When prompted, log into your account to complete account linking.
If a linking error occurs, go back to your account details and review or edit to make sure everything is correct, then try again.
It’s helpful to review these frequently to ensure all information is accurate and current.
You can update or remove linked accounts at any time.
Setting up access to your Credit File
Select Monitor my credit score in your financial goals.
Select your credit goals:
Monitor your score
Control your debt
Pay down your debt
Borrow wisely
Tap Continue to add additional, required information to complete set up:
First and last name
Address
Birthday and Last 4 digits of your SSN
Income information
Accept Terms of Service
If a linking error occurs, go back to your account details and review or edit to make sure everything is correct, then try again.
Personal Info
During account set up, you’ll need to enter your personal information:
Your first and last name
Address
Birthday and Last 4 digits of your SSN
Disclosures
To complete account set up, you’ll have to review, agree to and accept our Terms of Service and Privacy Policy.