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Profile Settings
Learn how to set up all of the personal information connected to your account.
7 articles
Change Email PreferencesHow do I change my email preferences? How to update email settings.
Linking a New Bank AccountHow do I add a bank to my linked accounts? Find where to link a new bank account to your fund using these instructions.
Relinking a Bank AccountMy bank account became unlinked, or my bank account link says it is expired. How to reconnect an expired link.
Turning on Multi-Factor AuthenticationHow do I enable multi-factor authentication (MFA) to enhance account security?
Disabling Multi-Factor AuthenticationHow do I turn off my mobile number verification step on my account?
Downloading Annual StatementsHow do I find my annual contribution statement to download?
Linking an Unlisted Bank AccountBank institution not showing up in the search? Link a bank account using your bank account number in Plaid.