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Accounts- Add Synced Account

Written by Jordan Allen
Updated over 2 weeks ago

How do I sync an account?

  1. Open your accounts page within the WizeFi app.

  2. Click the ‘+’ in the upper right-hand corner

  3. Click ‘Connect Bank’.

  4. Select your banking institution from the list or enter the name of your bank in the search bar.

  5. Click on your bank name, and the app will direct you to your bank’s login page through a third-party aggregator.

  6. Once you log in to your bank, it will pull your transaction and balance information into your accounts page.

*Please note: WizeFi will never ask you for a security code or give one out. If you need a code to log in, that is through your banking site, not a WizeFi affiliation.

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