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Connect a New Bank Account

Once connected, transactions from the linked bank account will be automatically imported into the Song Nhi App, making financial tracking easier.

Connect A New Bank Account

To connect a new bank account:

  • Click “Connect New Account” at the top right of the screen.
  • A Plaid pop-up window will appear, explaining:
    • Secure Connection – Plaid is a trusted financial service used by 8,000+ apps.
    • Data Protection – Best-in-class encryption is used to safeguard your information.

connect a new bank account 1

  • Click “Continue” to proceed.

Enter Your Phone Number

Next, Plaid will prompt you to enter your U.S. phone number:

  • Select your country code (+1 for the U.S.).
  • Enter your phone number in the provided field.
  • Click “Continue” to proceed.
  • You can also choose “Continue as guest“, but signing in with a phone number allows quicker logins in the future.

connect a new bank account 2

Once verified, you can proceed to select your bank and log in securely.

Confirm Your Bank Accounts

After verifying your phone number, Plaid will display a list of accounts you can connect:

  • Your bank name will be shown. Select a bank and click Continue
  • The available accounts (e.g., Checking • 0000, Saving • 1111) will be listed along with their balances.

connect a new bank account 3

  • By default, all accounts are selected, but you can uncheck any accounts you do not wish to link later.
  • Click “Continue” to finalize the connection.

Once completed, your selected accounts will appear in the Connected Accounts screen within Song Nhi.

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