How do I link a bank account to the system?

To link a bank account, the system uses a guided and verified process.
In the Bank Accounts module, it is done as follows:

1. Click Connect Account.

2. The system asks you to select the type of account you want to connect:

   • Transaction (checking, saving, credit)

   • Investments

3. Select the appropriate account type.

4. Choose the bank from the list.

5. Enter the phone number associated with the bank account.

6. You will receive a verification code by SMS and enter it to confirm.