How do I make changes to my bank information?
You may want to update your bank information or change the available balance in your account within Covet. Here's how...
There are two ways in which bank information can be input into your Covet Vault.
- Plaid automatic connection
- Manually enter bank information
If you choose to include your banking assets into your Covet Vault using the Plaid automatic method, the information such as Account Name, Account Type, Account Number and Balance cannot be changed manually. They are automatically refreshed by the Plaid connection.
Manual bank entries can be modified and all the above information can be changed by you at any time.
If you change banks, simple click the edit button on the old bank tile and "Delete" at the bottom of the page. Then use either the Plaid automatic tool or manually enter the information for you new bank.