How do I connect my first bank account?
Select your institution, authorize the connection and wait for Rank to load your information.
Guide based on the current Rank beta
You can connect an account during initial setup or later from Accounts. Rank opens a guided flow for the institution you choose.
How to do it
- 1Open Accounts and select the option to add an account.
- 2Choose whether the account is personal or business when Rank asks.
- 3Search for and select your bank or institution.
- 4Complete authorization in the connection window.
- 5Return to Rank and wait for loading to finish.
Keep in mind
- Do not close the window while the connection is in progress.
- If your institution is not listed, you can record the balance with a manual account.
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