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IAY Financial LLC

Bank Connections

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Your Banks

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Note: You may create manual accounts from the Accounts Management page.

Select the Real Bank

Your bank "" isn't linked to a real institution yet. Search for and select the actual bank it represents.

What would you like to sync?

Choose what data to sync from via Plaid. You can always add the other product later.

Match Your Accounts

Review how your Plaid accounts map to existing accounts in the app. Locked rows are already linked. For other rows, choose an existing account to merge into, or keep "Create new account" to add it fresh.