While bank linking offers convenience, it's important to be aware of potential risks involved with sharing your bank passwords. We recommend using email alerts if your bank has them.

Linking your bank to Skwad via SimpleFIN (MX)

Skwad partners with SimpleFIN to provide optional bank linking. SimpleFIN is powered by MX which supports over 16000 financial institutions. With SimpleFIN, you get:

• Data freedom: you’re not locked into a single app. Take your data with you.
• Strict access controls: decide who you want to share your data with.
• One click revoke: cancel access to your data with a single click.

1. Head over to SimpleFIN Bridge and log in to your account. Create a new account if you don't have one yet.

The dashboard is broken down into three sections: Financial Institutions, Apps, and Access Log.

2. Financial Institutions: add your banks and investment accounts here. You'll be prompted to pay to connect your first account if you haven't done so already.

3. Apps: Here's where Skwad comes in. Copy and paste this setup token in your Skwad integrations settings.

4. That's it! Skwad will periodically refresh your accounts and transactions.

SimpleFIN emails you when a new IP accesses your data, and shows you how often. Skwad's IP addresses should be registered to Amazon (AWS).

You can also revoke access at anytime!