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Add an External Bank Account

Updated over 3 weeks ago

Qapital allows you to link external accounts easily so you can manage and fund your savings goals with flexibility. To connect an external account, open the app and navigate to the Home tab. Next:

  1. Tap on "See all accounts."

  2. Select "Add account" in the top right corner to begin.

  3. Follow the prompts in Plaid, Qapital's secure account connection tool, to search for and select your bank.

  4. Provide the necessary login credentials and verify your account. Once all steps are completed, your external account will be linked securely and be available for goal funding. You can also link multiple accounts, such as both a bank account and a credit card, to allow for more flexibility in funding savings goals. This ensures that you have multiple funding sources available within the app.

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