Gimi

Which banks do you support?

I can't connect my child's bank account, what's wrong?

I have connected a bank account account for one child. Now I want to add another child, but I can't see their account. Why?

I added the wrong bank account. What do I do?

My child and I have accounts at different banks. Can I add my child's account anyway?

How does the bank account connection work?

How do I connect my child's bank account?

Felicia Hansback

Connecting a bank account

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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