How to Connect Your US Bank Accounts to SortMe

SortMe offers a user-friendly interface that allows you to easily connect your bank accounts. Follow the simple steps below to connect your bank accounts to SortMe.

Step 1: Navigate to Account Settings

Click on the gear icon located at the top right corner.

Step 2: Access Plaid Settings

Note: Plaid is currently only available to USA SortMe users

For US bank accounts, SortMe relies on Plaid, a trusted open finance platform, to establish connections with banks. Click the ‘Connect Account’ button. 

Click 'Continue' to allow Plaid to link your bank.

Step 3: Select Your Bank

A list of supported institutions will be displayed. Find and select your bank from the list and follow the on-screen instructions to authenticate your account. 

Step 4: Connect your bank

On the 'Connect account information' page, select the accounts you want to connect with Plaid.

A success message should appear saying you have successfully linked your bank account to SortMe.

Step 5: Verify SortMe Account

Return to your SortMe account and navigate back to the Settings section. Confirm that the newly added accounts from Plaid are listed.