Managing Bank Accounts
How to add, remove, and manage linked bank accounts
You can link one or more bank accounts for ACH payments. Here is how to manage them.
Viewing Your Bank Accounts
To see your linked bank accounts, go to your account settings by clicking your avatar and selecting "Settings." The Bank Accounts section shows all accounts you have linked, including:
- The bank name
- The account type (checking or savings)
- The last four digits of the account number
- Which account is set as your default
The Bank Accounts section is only visible after you have completed onboarding.
Linking a New Account
Go to account settings
Click your avatar and select "Settings."
Add a new account
In the Bank Accounts section, click the option to add a new account.
Follow the Plaid flow
Select your bank, log in securely, and choose the account. Takes about a minute.
For detailed step-by-step instructions, see Linking a Bank Account. You can also link a new bank account during the investment flow.
Setting a Default Account
If you have more than one linked account, you can set one as your default. Your default account is automatically pre-selected when you make new investments using ACH. To change your default, go to account settings and select the account you want.
Removing a Bank Account
To remove a linked bank account, go to account settings, find the account you want to remove, and select the option to disconnect it.
If you have any in-progress ACH payments using that account, make sure they have completed before removing it. Removing an account with a pending payment may affect the transaction.
Common Questions
Can I link accounts from different banks? Yes. You can link accounts from multiple banks. Each account is linked separately through Plaid.
What if my bank is not listed in Plaid? Plaid supports thousands of banks, but some smaller institutions may not be available. If your bank is not listed, you can use wire transfer as an alternative. See Funding Sources.
Is my banking information secure? Yes. Your bank credentials are handled entirely by Plaid and are never stored or visible to Play Money. The connection uses bank-grade encryption.
Can I link a business bank account? Yes. You can link business bank accounts through Plaid, though availability depends on your bank's support for Plaid connections.
Last updated 2 weeks ago
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