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Connecting Bank Accounts and Credit Cards

Learn how to link new banks or credit card account to Rocket Money

Michelle McGowan avatar
Written by Michelle McGowan
Updated this week

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:

  1. Select the Settings (⚙️) icon in the upper left corner of the app

  2. Select Linked Accounts from the side menu

  3. Tap the Add Institution button

  4. Enter your bank's name in the search bar and select it when it loads

  5. 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:

  1. Select the Settings (⚙️) icon along the left hand sidebar

  2. Select Linked Accounts from the side menu

  3. Tap + Add Institution button

  4. Enter your bank's name in the search bar and select it when it loads

  5. 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.

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