Smart Connect

How do I connect a new financial institution in Smart Connect?

To add a new financial institution, simply click the green “Add New” button in the top right corner.

  • Click the green “Add New” button in the top right corner.

  • A connection popup screen will appear. If this is your first connection, accept the terms and conditions and click the “Continue” button. If you established a previous connection, the “Find Your Bank” screen will appear. You can now search for your financial institution or select from the popular institutions below. the search field:

  • Select the Financial Institution and click the “Continue” button.
  • Enter your username and password and click the “Sign-In” button.  This will begin the process of gathering your account details. 

  • From the options that appear, select the accounts you want to connect. 

  • Once you’ve selected your accounts, click the “Save” button.
  • The final step is to review your connections and click the “Submit accounts” button.

  • Once you click “submit,” you’ll get a success message stating Accounts Received. It may take up to 10 minutes for the connection to establish, and for data to appear on the account overview and details page. 

Note: Wait at least a few minutes before refreshing your browser.