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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.

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Connection categories

When adding a new connection, choose the type that matches your account:
  • Bank accounts - Checking and savings accounts for tracking spending and cash flow
  • Income & employment - Payroll connections for detailed pay stubs, deductions, and tax info
  • Credit Cards - Track credit card balances, spending, and available credit
  • Loans - Mortgages, auto loans, student loans with interest rates and terms
  • Investments - Brokerage and retirement accounts
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.