Connect a Bank with Yodlee

Connecting your bank account can help you manage your finances more effectively and make money management easier. Follow this guide to connect a bank:

Guide to Connect Bank:

Step 1: Select your Bank

Choose the bank you would like to connect. If your bank does not appear in the list, you can use the search bar.

Screenshot of a list of banks and their logos. The top of the image shows a search bar.

Step 2: Log in to your Bank

To log in to your bank, enter your credentials. The login page may appear within the application (Image 1) OR in a separate pop-up window (Image 2).

screenshot of a log in screen with two input fields for a username and password. There is a dark Submit button at the bottom of the form. — Image 1: A log in page directly in the application.

An image of a loading screen and a second browser window. The second window is a log in form. — Image 2: A second window with a log in page.

Step 3: Authorize the Application

Please note that not all banks will require this step.

You may also need to authorize the application. The authorization page may open within the application or in a separate window. Please review the permissions before continuing.

The image has two sections outlined in blue boxes. The first has a number one next to it and shows permissions that the application is requesting. The second box has a number two next to it and show a dark button with text Continue — Example of an authorization page.

Step 4: Choose Accounts

Choose the accounts you would like to connect. Your profile will include the accounts that you have selected with the blue checkmark.

Either select Save & Link More Accounts to add another bank OR select Save & Finish to complete the connection. To cancel, you may click Cancel.

An image showing a list of four accounts. Two of the four accounts are selected with a blue checkmark. Below the accounts are three buttons, a light button with text saying Save and Link more, a dark button below that with text saying Save and Finish. A third white button below those with the text Cancel. — Example of a list of accounts.

Save & Link More Accounts

If you would not like to add another bank account, please continue to Save & Finish.

Step 5: Select the Next Bank Account

If you selected Save & Link More Accounts, select the next bank you would like to include.

Please enter your credentials to log in. The login page may appear within the application OR in a separate pop-up window. Please refer to Step 2 for examples.

Step 6: Authorize the Application

You may also need to authorize the application. The authorization page may open within the application or in a separate window. Please review the permissions before continuing. Please refer to Step 3 for examples.

Step 7: Select Accounts

In the previous window, you will see the accounts that you are able to connect. Your profile will include the accounts that you have selected with the blue checkmark.

After selecting the accounts, either select Save & Link More Accounts to add another bank OR select Save & Finish to complete the connection. Please refer to Step 4 for examples.

Save & Finish

Step 8: Complete

After clicking Save & Finish, you will receive a confirmation message to indicate the connection was successful. You may click Return to Dashboard.

An image of a small grey image with text indicating the connection was successful and that the data will begin to sync. There is a button that says Return to Dashboard below the text

You have successfully connected a bank account.