--- title: How do I connect my bank accounts? description: connect banks funds and financial institutions digital asset management organize finances create will estate planning personal property --- [Skip to content](https://help.covet.life/covet-knowledge/how-do-i-connect-my-bank-accounts#main-content) English - United States Show submenu for translations ![Covet teal horizontal Transparent BG-1](https://help.covet.life/hs-fs/hubfs/Covet%20teal%20horizontal%20Transparent%20BG-1.png?width=244&height=65&name=Covet%20teal%20horizontal%20Transparent%20BG-1.png) Open main navigation Close main navigation - English - United States Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Covet Knowledge Base](https://help.covet.life/covet-knowledge?hsLang=en-us) 2. [Getting started](https://help.covet.life/covet-knowledge/getting-started?hsLang=en-us) January 22, 2025 # How do I connect my bank accounts? ## Covet can connect to banks, brokerages and other financial institutions, making it easy to include those assets in your Covet Vault for a complete picture of your total estate value. 1. Log in to your account 2. From the vault click on "+ Add Bank" ![Vault Add Bank Stp2](https://help.covet.life/hs-fs/hubfs/Vault%20Add%20Bank%20Stp2.jpg?width=670&height=366&name=Vault%20Add%20Bank%20Stp2.jpg) 3. In the assets page, click on "Banks and Funds" on the left, then 4. Click on "+ Add Bank or Fund" ![Banks and Funds Add arrow](https://help.covet.life/hs-fs/hubfs/Banks%20and%20Funds%20Add%20arrow.jpg?width=670&height=416&name=Banks%20and%20Funds%20Add%20arrow.jpg) 5. This will launch Plaid connect tool. (Covet partners with Plaid to connect accounts securely.) Click "Continue" ![Plaid Continue](https://help.covet.life/hs-fs/hubfs/Plaid%20Continue.jpg?width=205&height=349&name=Plaid%20Continue.jpg) 6. If you have used Plaid previously and have an account, enter your phone number to and click "Continue", otherwise click "Continue as guest" ![Screenshot 2025-01-14 152344](https://help.covet.life/hs-fs/hubfs/Screenshot%202025-01-14%20152344.png?width=205&height=344&name=Screenshot%202025-01-14%20152344.png) 7. Search for your bank or financial institution using either the search field or one of the bank icons. ![Screenshot 2025-01-14 152403](https://help.covet.life/hs-fs/hubfs/Screenshot%202025-01-14%20152403.png?width=204&height=340&name=Screenshot%202025-01-14%20152403.png) 8. The next screen will begin the login process at whichever bank you've chosen (Wells Fargo shown in this example.) Click "Continue to login" ![Screenshot 2025-01-14 152425](https://help.covet.life/hs-fs/hubfs/Screenshot%202025-01-14%20152425.png?width=201&height=336&name=Screenshot%202025-01-14%20152425.png) 9. Enter your login credentials for your banking institution. (Fictitious bank shown here for example purposes.)  ![Screenshot 2025-01-14 152455](https://help.covet.life/hs-fs/hubfs/Screenshot%202025-01-14%20152455.png?width=670&height=570&name=Screenshot%202025-01-14%20152455.png) 10. 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." ![Screenshot 2025-01-14 152617](https://help.covet.life/hs-fs/hubfs/Screenshot%202025-01-14%20152617.png?width=313&height=464&name=Screenshot%202025-01-14%20152617.png) ![Plaid Bank Continue](https://help.covet.life/hs-fs/hubfs/Plaid%20Bank%20Continue.jpg?width=310&height=463&name=Plaid%20Bank%20Continue.jpg) 11. Review the terms and conditions and then check to acknowledge you have. Then click "Connect account information." ![Plaid Bank Final Continue](https://help.covet.life/hs-fs/hubfs/Plaid%20Bank%20Final%20Continue.jpg?width=317&height=470&name=Plaid%20Bank%20Final%20Continue.jpg) 12. 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. ![Banks and Funds - in assets](https://help.covet.life/hs-fs/hubfs/Banks%20and%20Funds%20-%20in%20assets.jpg?width=402&height=449&name=Banks%20and%20Funds%20-%20in%20assets.jpg)   - [Getting started](https://help.covet.life/covet-knowledge/getting-started?hsLang=en-us) - [FAQs](https://help.covet.life/covet-knowledge/faqs?hsLang=en-us#main-content) - [Beneficiaries](https://help.covet.life/covet-knowledge/faqs?hsLang=en-us#beneficiaries) - [Your Documents](https://help.covet.life/covet-knowledge/faqs?hsLang=en-us#your-documents) - [Settings](https://help.covet.life/covet-knowledge/faqs?hsLang=en-us#settings) - [Assets](https://help.covet.life/covet-knowledge/faqs?hsLang=en-us#assets) [![Covet teal horizontal Transparent BG](https://help.covet.life/hs-fs/hubfs/Covet%20teal%20horizontal%20Transparent%20BG.png?width=188&height=50&name=Covet%20teal%20horizontal%20Transparent%20BG.png "Covet teal horizontal Transparent BG")](https://covet.life) Irvine, California [mailto:support@covet.life](mailto:support@covet.life) Copyright © 2024, Covet