Sometimes, we need additional permissions to securely access your account. If you run into an access error, here's how you can fix it:

Chase Bank

  1. Log into the Chase website ( and navigate to the "Security & privacy" section

  2. Under "Linked apps and websites", click "Manage access"

  3. Click the arrow next to "Rocket Money via Plaid"

  4. Make sure that sharing is "On" for "Substitute account number" under all of their accounts

Other Banks

  1. Log in to your bank

  2. Navigate to the security & privacy section of your account

  3. Look for linked app & websites that you share data with

  4. Make sure that all permissions are granted for Plaid and Rocket Money.

  5. If the problem persists, please reach out to our customer support team.

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