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:

  1. Tap on the + icon for the type of account you want to add - Checking, Savings, or Credit Card.

  2. Enter the name of your financial institution in the Search bar.

  3. Select the correct institution.

  4. When prompted, log into your account to complete account linking.

    1. 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

  1. Select Monitor my credit score in your financial goals.

  2. Select your credit goals:

    1. Monitor your score

    2. Control your debt

    3. Pay down your debt

    4. Borrow wisely

  3. Tap Continue to add additional, required information to complete set up:

    1. First and last name

    2. Address

    3. Birthday and Last 4 digits of your SSN

    4. Income information

    5. 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.