Banking Accounts
A banking account is an account used for everyday cash management, deposits, or loans held at a financial institution. Your banking accounts can include checking, savings, money market, or loan accounts. You can see these accounts in several places on the platform, including the Assets tab on the Dashboard and within your Portfolio.
How you can use banking accounts
- View checking, savings, and loan balances in one place
- See banking accounts as part of your full financial picture
- Track how banking balances affect your net worth
- Review transactions
How it works
Connect to your financial institution to add bank accounts. In your Dashboard, you’ll see banking accounts under the Assets tab. In your Portfolio, you’ll see banking accounts listed in the Accounts tab. Banking is an Account Type.
- Navigate to your Portfolio
- In the Accounts tab, select + Add Account
- In the modal, select a suggested financial institution or search for another
- Follow the modal instructions to connect your banking account successfully
All Account Articles
Account Types
Each account is classified as an asset or a liability. This setting determines how the account affects your net worth.
Investment Accounts
Accounts that hold assets like stocks, bonds, funds, or other securities that you invest through a financial institution.
Banking Accounts
Accounts used for everyday cash management, deposits, or loans held at a financial institution.