How to Link Your Bank Account to Stash
Please follow the steps below to link your bank account to Stash.
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- Open the website on your desktop computer or laptop.
- Click Log In.
- Log in with your email and password.
- Once you are logged in, you will see a Profile icon on the upper right side of the screen. Click on the Profile icon.
- On the page, you will see several tabs on the left side menu. Click on the External Bank Account tab.
- Now you will see a button that says Link My Bank. Click on Link My Bank.
- Select on how you want to link your bank account either through instant verification or manual verification. For example: I chose instant verification. Click on the option you wish to select.
- Since you selected instant verification, a pop-up message will appear informing that Stash uses plaid to connect your account. If you select the same option, click on Continue.
- Now select the bank you wish to link. Then enter your bank credentials such as the username and password. Then click on Submit.
- Now you need to verify your identity. You can either choose to receive the security code, through text or email. For instance, you selected a text. Click on the option you wish to select. Enter the code.
- Then click on Submit.
- To let Stash know your primary bank account, click on Continue.
- Now your account has been linked successfully.
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