To connect an account, you’ll need the username and password credentials for the bank, as well as the routing and account numbers. Waywiser uses Plaid to help you make the connection [reiterate that it’s safe/secure/privacy]

Search for your bank

Click “Continue”

Enter your bank credentials and hit submit

Enter your routing number and account number

Alerts are a very important part of maintaining your elders account; get visibility into the activity of your account. For each account you connect, customize each alert with a threshold and where you want to receive the alert.

Use the switch to turn the alert on or off

Set the threshold for when you want to be notified

Select how you want to be notified. You will receive a push notification on your phone if you use the app, but also choose to receive a notification via text message or email.

To receive notifications via text message, you will have to add your phone number, and you’ll receive a text asking you to confirm your opt-in.

You can change these alert settings anytime within your financial settings[link]

To make any changes to the phone number attached to your WayWiser account, please see the waywiser general settings[link]

A hot dog!