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Connecting your financial accounts is the first step to getting a complete picture of your finances in MyTruv.

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How to connect an account

  1. Go to the Accounts tab
  2. Tap the + button or Add Account
  3. Search for your bank or financial institution
  4. Enter your login credentials for that institution
  5. Select which accounts you’d like to link
  6. Tap Connect
Your account data will begin syncing immediately. Depending on your institution, this may take a few moments.

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What can you connect?

  • Checking and savings accounts
  • Credit cards
  • Investment and brokerage accounts
  • Loans and mortgages
  • Retirement accounts (401k, IRA)

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Connection security

MyTruv uses bank-level encryption to securely connect to your financial institutions. Your bank login credentials are never stored on our servers - they are handled securely by our banking data provider.
Connect all your accounts for the most accurate net worth and spending insights.
Some institutions may require you to complete additional verification steps, such as multi-factor authentication.