How-tos

Connect Your Bank to OptiAI

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Connect your bank in Wealth, then Money. You sign in on your bank own page, so OptiAI® never sees your login. For information only; not financial advice.

Try OptiAI free and follow along in the app.

Transcript

  1. Open Wealth, Money, then tap Add
  2. Choose Connect a bank
  3. Sign in on your bank page, pick accounts, and

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