Linking your outside accounts has two key benefits:
Smarter Financial Planning
The more bank, brokerage, mortgage, and credit card accounts you link, the better advice we provide. For details on how we use these links to project your future finances, go here.
Simpler Deposits, Withdrawals and Transfers
Linking an outside bank or brokerage account enables us to verify your account instantly, which simplifies deposits, withdrawals, and transfers.
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