In order to use Albert, you need to connect your financial accounts.
Start with your primary checking account—the account where your paychecks and other income are deposited and from which you pay the bulk of your bills.
Once you've connected your bank account, you may add others, including credit cards, loans (e.g., student loans, car loans, personal loans, or mortgages), or investments (e.g., brokerage, retirement, or 529 plans). The more accounts you add, the more helpful Albert can be!
If your account is with a major bank, such as Chase or Bank of America, just follow the below steps.
To add a new financial account to Albert
- Navigate to the Budget (📊) tab.
- Tap + at the top of the screen.
- Select your financial institution, or search for it by name if it’s not listed.
- Enter your financial institution account credentials on the following screen.
Please note: You must connect at least 1 supported account to use the app. You must first connect 1 supported account in order to add any other accounts manually.
If your account is with a smaller institution, such as a regional bank or credit union that we don't currently support, add your account manually. Instructions for adding accounts manually are found here.
