Connecting external accounts in Sequence takes just a few steps.
This guide will walk you through the process for each type of account.
How to start a connection
Click the Link icon in the bottom panel.
Select the correct beneficiary — either your personal profile or a business entity.
Choose the type of account you want to connect: Depository, Liability, Investment, or Destination.
Along the way, you may be prompted to connect through one of our data providers (Plaid, Finicity, Method, or Spinwheel).
It doesn’t really matter which option you pick - different providers simply cover different sets of institutions, but the end result in Sequence will be the same.
From there, the process varies slightly depending on the account type.
Depository Accounts
Depository Accounts
Depository accounts are your everyday checking and savings accounts.
Select the institution you want to connect.
If you see options for both Plaid and Finicity, choose Plaid.
Follow the instructions from Plaid to log in to your bank.
When finished, you’ll be brought back to Sequence, where your accounts appear as blocks in your Money Map.
Important: If you see any liability accounts (credit cards, loans) while connecting through Plaid, don’t select them here.
Liabilities should always be added through the Liability section for proper setup.
Liability Accounts
Liability Accounts
Liabilities include credit cards, student loans, mortgages, and other debts.
When connecting, you may be prompted with Method, Spinwheel, or Manual options.
If you see Method or Spinwheel, choose either and enter the requested information.
These will pull in all of your liabilities at that institution and make them available to connect.
If certain liabilities are missing, choose the Manual option.
This lets you connect through Plaid or Finicity. Try Plaid first, then Finicity if needed.
Complete the login with your provider, then return to Sequence.
Crucial: Even once you’ve connected your liabilities, it’s important to understand that some liability accounts require one additional setup step before they’re fully ready.
To know which ones and how to finish the setup, check out this guide:
Investment Accounts
Investment Accounts
Investment accounts include brokerages, IRAs, and retirement accounts.
Follow the same steps as for depository accounts: choose your institution, continue with Plaid or Finicity, and complete the login.
Once the account is added, you will likely be prompted to verify the account by entering routing and account numbers.
You’ll see this as an exclamation point (!) on the investment account block in your map.
If your institution doesn’t provide routing/account numbers, the account number includes letters, or you’re having trouble adding your investment account or funds altogether, check the [Investment Account Institution Specifics] page for next steps.
Destination Accounts
Destination Accounts
Destination accounts are added manually.
Select Destination as the account type.
Enter the account’s routing number, account number, and the beneficiary of the account (personal or business).
Save — once connected, you can later change the nickname of this account directly in your map.
Remember: Destination accounts are send-only. You can push money to them, but you can’t pull funds back out nor will you be able to view their updated balances
Connecting accounts is the foundation of Sequence.
Next, we’ll cover Account Connection Troubleshooting, what to do if you’re having difficulty during setup.