How do I link my external financial accounts in Addition?

Steps to link your external financial accounts: 

Start by logging into Addition

Open the Financial Accounts tab under My Finances 

Select Add an account 

You will then have the option to Add an Account via our integration with Plaid or input your data manually by selecting Add Manual Account 

Once you have added in your Account Type, Account Name and Current Value select Add Account and your account details will populate on the page. 

Note: If manual account upload is selected, your account information will not automatically update over time. We recommend updating your information periodically to assess your account distribution and performance over time.