In order to use the Round-ups feature, you must connect a Plaid-supported bank as your Round-ups source. You will not be able to manually connect a Round-ups source using your bank's account and routing number.
To add a new Round-ups source, simply go to your settings by tapping the purple Peak logo in the upper right hand corner of your dashboard. From there select "Edit Account Settings."
Next, you'll select "Connected Accounts," "Connect Another Account" then "Rounds-Ups Source."'
Once you've made it here, you'll either select a currently connect funding source, or "Add a different Round-Ups Source."
You'll then be taken to the Plaid connection screen where you should select "Continue." You should next either select your bank from the options listed or enter your banking institution into the search bar. Once you've located your bank, select it, then you'll be taken to your banking platform to enter your username and password.
From there, follow the steps to finish connecting your bank account!
As always, if you run into any snags while connecting your Round-Ups source, feel free to reach out to us for assistance at email@example.com !