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Self help steps before reaching out to us

Updated yesterday

Before you reach out to our support team please first go through the following steps:

1) Make sure you have the latest version of the app.

  1. If you are experiencing a connection issue:

    • Make sure your bank credentials are up to date

    • Check if your financial institution has made updates to their online banking system

    • Verify that you've entered the correct account and routing numbers

    • Look for and remove any duplicate bank connections in your settings

    • Try logging out of the app, force quitting, and logging back in Some connection issues could take time to fix but don't worry, your money is still safe!

2) Please search through our support articles for your issue, the answer might be right here!

If you're still experiencing issues, you can always reach out to our Customer Success Team by emailing us at [email protected] or by messaging us directly in the app.

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