Skip to main content
Linking your financial accounts lets MyTruv pull in your balances, transactions, and account details automatically.
  1. Open MyTruv and go to the Accounts tab
  2. Tap the + button in the top-right corner
  3. Search for your bank or financial institution by name
  4. Sign in with your institution’s login credentials
  5. Choose which accounts to connect
  6. Tap Link to complete the connection
Your data will begin syncing right away. Balances and recent transactions typically appear within a few seconds.

​
Supported account types

You can link the following types of accounts:
  • Depository - Checking and savings accounts
  • Credit - Credit cards and lines of credit
  • Investment - Brokerage and retirement accounts
  • Loan - Mortgages, student loans, auto loans, and personal loans
Linking multiple accounts gives you a more complete financial picture and enables more accurate spending and cash flow tracking.
If your institution requires multi-factor authentication, you’ll be prompted to complete it during the linking process.