> ## Documentation Index
> Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Link Your Financial Accounts

> Step-by-step instructions for connecting your bank and financial accounts to MyTruv.

Linking your financial accounts lets MyTruv pull in your balances, transactions, and account details automatically.

## How to link an account

1. Open the **Connections** screen
2. Choose **Financial Accounts** (banks, cards, loans, investments) or **Payroll** (income & employment)
3. Sign in to your institution through the secure connection widget
4. Complete any multi-factor verification your institution requires
5. Pick which accounts you want connected

Your data starts syncing right away. Balances and recent transactions typically appear within a few seconds.

<Note>On iOS, before the secure widget opens, a short screen explains what MyTruv connects to and how your data is kept safe. Tap continue to go on to your institution. See [Is MyTruv Safe?](/trust-and-safety/is-mytruv-safe).</Note>

<Note>
  **On the web** ([app.mytruv.com](https://app.mytruv.com)) - **Connections** is in the sidebar, or go directly to `app.mytruv.com/data/connections`. Tap any card under **Add Connection**.

  **On iOS** - go to **Settings → Banks, payroll & credit**, then, under **Add new**, choose **Financial accounts** or **Payroll**. If you haven't connected anything yet, you can also tap **Add Account** or **Connect Account** right from the Home screen.
</Note>

## Financial accounts vs. payroll

MyTruv treats these as two separate connection types:

* **Financial Accounts** - banks, credit cards, loans, investments. This is the main source for transactions, balances, spending, and net worth. Most people connect this first.
* **Payroll** - your employer or paycheck provider. Adds pay statements, deductions, and tax info - useful if you want detailed income tracking. See [Connecting Your Payroll](/accounts/connecting-payroll) for the full guide.

Both go through the same secure widget but they're tracked separately. You can connect one without the other.

## Free plan limits

The free plan includes one Financial Accounts connection and one Payroll connection. **MyTruv Pro** lets you connect additional accounts.

<Tip>Linking multiple accounts gives you a more complete financial picture and enables more accurate spending and cash flow tracking.</Tip>

<Note>If your institution requires multi-factor authentication, you'll be prompted to complete it during the linking process.</Note>