In this article, you will learn how to link your external bank accounts with Currence. By establishing this connection, you gain the ability to effortlessly transfer money between Currence and your external bank accounts, empowering you with greater control and convenience over your financial transactions.
Access the Control Panel: Open the Currence mobile app and navigate to the Control Panel.
Enter "Linked Accounts": Locate and select the "Linked Accounts" section within the Control Panel.
Choose "Link New Account": Select the option to "Link New Account" to establish a new connection.
Connect via Plaid: You'll be redirected to Plaid, a secure platform that facilitates connections between financial apps and external bank accounts.
Select Connection Method: Choose between instant or manual connection methods offered by Plaid.
Instant Connection: Follow prompts to search for your external bank institution within Plaid's interface and authenticate the connection.
Manual Connection: Input routing and account numbers associated with your external bank account to establish a direct link.