How do I link an external account?
To link an external bank to the One app:
- Open
Cash Control in the One app
- Select Linked Accounts
(link icon) and tap Add Bank Account
- You should see a popup: One uses Plaid to link your bank
- Select: Get started
- Use the search field to find your external bank and enter your login credentials for your external account
You can also tap here in the One app and follow the steps listed above to link to an external account.
After connecting your bank account, you can transfer funds to or from your One Cash account.
What kind of accounts can I link to?
You can link to any personal checking or savings account as long as you are listed as an account owner. If we cannot verify your ownership of the external account, we may require additional documentation to complete the linking process. You can have up to 10 linked accounts.
Is there another way to link an account?
If you don’t see your financial institution listed, scroll down and tap Link with account numbers.
Enter the account and routing numbers of your external bank. Plaid will send a micro-deposit to the external bank account with a 3-letter code for verification. Once you see the micro-deposit in your external account, log into One and follow these steps:
- Open
- You should see your external bank listed as pending
- Select Verify
- Enter the 3-letter code from the description of the deposit
-
Once verified, your account will be linked successfully
You can also tap here in the One app and follow the steps listed above to link an external account.
In some cases, you may need to submit documentation, such as a recent account statement, to help verify the ownership of that external account.
Can I link my One Cash account to an external bank?
Yes, if your external bank uses Plaid or a similar service to link external accounts, you can link any One pocket or section to your external account. The process to link your account may vary by bank, but once you have started to link, follow the steps below:
- Search for and select One in the list of banks
- Enter either the phone number or email address associated with your One account
- Input the one-time use 6-digit verification code sent by text message or email
- Enter your account passcode
- A screen will appear to select the pocket you want to connect