You can add or link new accounts under Money in the Homebase app (we've also included step by step pictures in picture form below).
Select your account, tap Transfer, then choose Link a Bank Account. We currently use a third-party service called Plaid to help verify and link any external bank accounts.
If your bank is listed: Simply go through the steps outlined by Plaid by selecting your bank and verifying your identity and information to link your account.
If you do not see your bank listed: Plaid will use an alternative way to verify your account through same-day micro deposit as your bank isn’t currently integrated with Plaid.
- After entering in your information, Plaid will make two deposits, $0.99 or less, into your account within a few days.
- Once you see the two deposits, please go back to the linked account menu, confirm the two deposits, and you will verify your bank account to be linked.
- Plaid will then withdraw the two deposits from your account, so please ensure you have at least $1.98 in your account during that time.
Step 1: Go to your Homebase Money screen and tap on your account
Step 2: Tap on "Settings" from your account page
Step 3: Click on the "Manage Linked Accounts" option under "Manage Accounts"
Step 4: Press "Link a Bank Account" and go through the step by step process from our third-party provider Plaid. That's it!