- Log in to your account
- From the vault click on "+ Add Bank"
- In the assets page, click on "Banks and Funds" on the left, then
- Click on "+ Add Bank or Fund"
- This will launch Plaid connect tool. (Covet partners with Plaid to connect accounts securely.) Click "Continue"
- If you have used Plaid previously and have an account, enter your phone number to and click "Continue", otherwise click "Continue as guest"
- Search for your bank or financial institution using either the search field or one of the bank icons.
- The next screen will begin the login process at whichever bank you've chosen (Wells Fargo shown in this example.) Click "Continue to login"
- Enter your login credentials for your banking institution. (Fictitious bank shown here for example purposes.)
- Select the accounts held with that bank or financial institution that you would like linked to your Covet Vault, scrolling down to see them all and click "Continue."
- Review the terms and conditions and then check to acknowledge you have. Then click "Connect account information."
- Balance information from your connect accounts will now appear in your Covet assets under the banks and Funds section of Assets and your Covet Vault.
