Podcast
Questions and Answers
Why does Even need to connect with my bank?
Why does Even need to connect with my bank?
Even connects with your bank account to track the money going in and out.
What login information is it asking for?
What login information is it asking for?
It's asking for the username and password you use to sign into your online banking account.
I didn't receive the code. What should I do?
I didn't receive the code. What should I do?
Visit your bank's website to verify your phone number.
Can I trust Even with my bank information?
Can I trust Even with my bank information?
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Can Even take my money?
Can Even take my money?
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I have several bank accounts. Which should I connect?
I have several bank accounts. Which should I connect?
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I can't find my bank. What should I do?
I can't find my bank. What should I do?
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What if my bank isn't listed?
What if my bank isn't listed?
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What should I do if I want to delete my information from Even?
What should I do if I want to delete my information from Even?
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What does it mean that my bank's in Beta?
What does it mean that my bank's in Beta?
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What should I do if I encounter an error while connecting to my bank in Beta?
What should I do if I encounter an error while connecting to my bank in Beta?
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What are common issues with my bank if it's in Beta?
What are common issues with my bank if it's in Beta?
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What does the Bank MFA error (plaid 1208) mean?
What does the Bank MFA error (plaid 1208) mean?
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Study Notes
Connecting with Your Bank
- Even connects with bank accounts to track transactions, enabling use of the Even Basic financial planning tool.
- Connection to a bank account is not necessary if you are employed by one of Even's partners.
Login Information
- Required information includes the username and password for online banking.
- If online banking isn't set up, it can be established through the bank's website.
Verification Code
- A code, sent by the bank, is necessary for connection.
- If the code is not received, check if your phone number is updated on the bank's website.
Trust and Security
- Even holds an A rating from the Better Business Bureau, demonstrating strong security and privacy compliance.
Access to Funds
- Connecting a bank account does not give Even permission to withdraw money; it only allows for tracking of deposits and withdrawals.
Multiple Accounts
- Users should connect the checking account receiving the direct deposit of their paycheck.
- If multiple accounts receive pay, connect the one with the highest deposits.
Bank Compatibility
- Not all banks are compatible with Even; assistance can be provided to verify compatibility if needed.
- Some banks may not be listed in Even’s software.
New Bank Consideration
- If a new bank is added, it may face compatibility issues initially, and users should report any connection problems for troubleshooting.
Data Deletion
- To delete personal information, navigate to the "Settings" section in the app and select the appropriate option.
Beta Bank Status
- A bank marked as 'in Beta' indicates it is being tested for compatibility with Even; users may face issues during this phase.
- Issues like outdated balances or frequent disconnections may occur with Beta banks.
Multi-Factor Authentication (MFA) Issues
- If a bank requires additional sign-in steps not compatible with Even, users may encounter errors during the login process.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Description
Test your understanding of how Even connects with bank accounts and the importance of this connection for financial planning. These flashcards will help clarify the login information requested and the benefits of linking your bank with Even. Perfect for users looking to enhance their financial management skills!
