To ensure the security and proper handling of your funds, only one checking account can be linked to the Financial Goal feature 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 Goals 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 check check out this guide.
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
Regardless of the document that you provide, our partner bank requires that it includes all of the following information:
Your Full Name
Bank Name
Full Account Number
Full Routing Number
Account Type
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!