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How do I connect external accounts?

Secure link via either Plaid, Finicity, Method or SpinwheelSearch for your institution and connect using your login. Sequence will pull ac...

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Written by Sigal Weiner
Updated over 3 weeks ago

Secure link via either Plaid, Finicity, Method or Spinwheel

Search for your institution and connect using your login.

Sequence will pull account info, balances, and enable transfers.

Manual connection

If your institution isn’t supported by one of our providers, you can still connect it by entering the routing and account numbers directly.

Transfers & automations will work, but you won’t see live balances, and you won’t be able to pull money out from these accounts.

Manual accounts can only be used as destinations in rules and transfers.

That means you can route funds into them, but not out.

Are they secure?

Yes. We use bank-level encryption and tokenized connections via Plaid.

Sequence never sees or stores your banking credentials.

For manual connections, you control what’s shared and how it’s used.

Can I connect more than one?

Yes, connect as many external accounts as you need.

Sequence is built to support your full financial picture, not just part of it.

You can:

  • Label each account

  • Choose icons and colors

  • Use them across different automations, pods, and transfers

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