Feature
All Accounts in One Place
Connect your banks and credit cards for automatic transaction imports. See your complete financial picture without the hassle.
No credit card required
Why You'll Love It
Automatic Updates
Transactions sync automatically. No need to manually enter every purchase.
Multiple Banks
Connect checking, savings, and credit cards from all your different banks.
Real-Time Balance
See your current balance across all accounts in one place. Always up to date.
Secure Connection
We use Plaid as a secure bridge to your bank. We never see or store your bank passwords, and your data is protected with bank-level encryption.
How It Works
1
Connect Your Bank
Search for your bank and log in with your credentials securely.
2
Select Accounts
Choose which accounts you want to sync with WealthMode.
3
Stay Synced
Transactions import automatically. Review and categorize as needed.