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Changing the Checking Account Linked to your Financial Goal
Changing the Checking Account Linked to your Financial Goal

A brief overview of our secure process to changing the checking account linked to your Financial Goal’s saving plan

Brooklyn avatar
Written by Brooklyn
Updated over a week ago

To ensure the security and proper handling of your funds, only one checking account can be linked to your Financial Goal's savings plan at a time. If you need to link a different checking account, there are two scenarios to consider:

The Current Checking Account is Still Open

If your current checking account is still active, you'll need to close any existing Financial Goal savings plans associated with that account once any pending transfers have settled. After deleting these Financial Goals in the app, you can start a new goal and link a different checking account.

For more details on how to delete a Financial Goal, you can visit this Help Article:

The Current Checking Account has been Closed

If your current checking account has been closed, you'll need to go through a secure identity verification process. This involves providing documentation that identifies you as the owner of the new checking account. Our partner bank accepts the following documents as part of this process:

  • Bank Confirmation Letter

  • Recent Bank Statement

  • Voided Check

  • Direct Deposit Form

If you believe that you need to begin this process with our Support Team, please reach out with a request to “change my linked checking account for my financial goal” and they’ll be able to help!

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