- Go to your Connected Accounts page: https://go.asktrim.com/accounts
- Click the blue + button on the lower right hand side.
- If you have not done so yet, you will be asked for your phone number for security. Verify your phone number by entering the code sent to it.
- Search for your bank or financial institution. We use Plaid and it supports 15,00 financial institutions including Paypal, investments, etc.
- Input the credentials you use when you log into your financial institution.
- Plaid will sync your account to Trim!