Money moves only between your savings account and a bank account you've linked and verified. Only a Primary Admin or Admin can link or remove a bank, and you'll need an authenticator app set up first.
- Go to Settings → Bank and choose Link a bank. A secure Plaid window opens.
- Find your bank, sign in to it, and choose the account to connect.
- Confirm it's you with your authenticator code or a passkey, if you're asked.
If your bank can't be linked by signing in, the Bank page shows Verify with a deposit:
- Choose Verify with a deposit.
- In Plaid, choose "Manually", not "Instantly", and enter your routing and account numbers.
- Plaid sends a small deposit. Come back in 1–2 business days and choose Verify microdeposit to confirm it.
The bank can't be used for transfers until it's verified. If you see "This bank couldn't be added right now," we've been notified and will follow up.
The 48-hour hold. Withdrawals to a newly linked bank can start 48 hours after it's linked. Settings → Bank and Move funds show when that is. Every Primary Admin and Admin is emailed when a bank is added.
Renaming and removing. You can give a bank a nickname of up to 40 characters. To remove a bank, use its ⋯ menu. A bank can't be removed while a transfer to or from it is waiting for approval, scheduled or processing.
Still have a question? Email support@usedevote.com, or browse the Help Center.
