Skip to main content

How can I connect my accounts?

Updated over a week ago

You can connect your bank accounts to provide Vera with the latest information, so she can give you more personalized and accurate advice.

Vera uses Plaid, a secure and widely trusted service, to connect your accounts. Your information is safe, and you stay in full control at all times.

Steps to connect your accounts

You can connect your accounts directly from the app by following these steps:

Step 1: Open the menu

Tap the Menu icon (the top left corner of your screen).

Step 2: Go to Financial Info

From the menu, select Financial Info.

Step 3: Open Connected accounts

In the Financial Info menu, tap Connected accounts.

Step 4: Review or add accounts

Here you can see any bank accounts or cards already connected, or add a new one.

Step 5: Add a new connection

Tap Add +. You’ll be taken to Plaid, our secure partner, where you can follow the on-screen instructions to complete the process.

Important to know

  • Vera uses this information to personalize and enrich your conversations.

  • Your private information will never be shared with third parties.

  • You can revoke access to any linked account at any time in the Connected Accounts section.

Did this answer your question?