How can I manage my connected bank?


To manage your connected bank account, simply follow these steps:
1. Log in to your Devote account.
2. Navigate to the settings section in the dashboard.
3. Click on the "Treasury" tab.
4. You will see your existing bank account integrated with Devote. To change the bank account, click on the "Quick Bank Account Linking" button.
5. Choose your new bank from the list of supported financial institutions or search for it using the search bar.
6. Enter your bank account login credentials, which are securely encrypted to protect your information.
7. Once authenticated, Devote will establish a secure connection with your bank and import your account details.


It's important to note that Devote ensures the utmost security and compliance with industry-standard protocols. We implement encryption and privacy measures to safeguard your financial data throughout the integration process and daily usage.


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