Connecting financial accounts
Once you create your account, you’ll want to securely connect your financial accounts so Carefull can monitor them for you. You’ll be prompted to add your financial institution when you first create an account. Click Continue on the pop-up from our partner Plaid and then select or search for your loved one’s bank.
You’ll then log in using the same username and password you use for the bank. Once you have logged in successfully, you can select which accounts you want Carefull to monitor. If you did not connect your financial accounts when you first signed up, you can do so from the Settings page.
Carefull will never have access to any financial account login or password information. That information is all managed through our partnership with Plaid — a company that enables us to connect to your financial accounts. Plaid is used by most banks and personal finance management applications in the US to allow you to connect accounts from other financial institutions.
You’ll then log in using the same username and password you use for the bank. Once you have logged in successfully, you can select which accounts you want Carefull to monitor. If you did not connect your financial accounts when you first signed up, you can do so from the Settings page.
Carefull will never have access to any financial account login or password information. That information is all managed through our partnership with Plaid — a company that enables us to connect to your financial accounts. Plaid is used by most banks and personal finance management applications in the US to allow you to connect accounts from other financial institutions.
Updated on: 18/05/2022
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