🔗 Add Accounts
Tap Connect bank account(s) to securely link your financial institutions. Safe uses trusted technology (Plaid) to import your transactions and balances—no login info is ever stored.
You can connect:
Checking & Savings accounts
Credit cards
Lines of credit
Business accounts
And more!
🏦 View Your Linked Institutions
Once connected, you’ll see your banks listed under Your Institutions along with all linked accounts underneath each one.
For each account, you’ll see:
The name of the account (e.g., TD Business Visa)
A partially hidden account number
Icons that represent the type of account (e.g., savings, credit card)
💡 Tip: If you don’t see a bank or account you expect, try reconnecting or refreshing. Still stuck? Message our support team—we’ve got your back.