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.