Once you’ve made a Rocket Money account, you can follow these instructions to connect a new bank account.
Connecting financial accounts from the Mobile App:
Select the Settings (⚙️) icon in the upper left corner of the app
Select Linked Accounts from the side menu
Tap the Add Institution button
Enter your bank's name in the search bar and select it when it loads
Tap continue to securely enter your username and password that you'd use to access your bank account online, through our third-party linking provider
Connecting financial accounts from the Website:
Select the Settings (⚙️) icon along the left hand sidebar
Select Linked Accounts from the side menu
Tap + Add Institution button
Enter your bank's name in the search bar and select it when it loads
Tap continue to securely enter your username and password that you'd use to access your bank account online, through our third-party linking provider
After linking your account, your transaction data should populate immediately. In some cases it can take 24-48 hours. If you experience any issues connecting your bank account this article explains our most common connection errors.