Skip to main content
    Connecting your bank accounts and cards — Cove Help Center

    Connecting your bank accounts and cards

    Link your banks and credit cards to Cove securely through Plaid so it can categorize spending and find savings.

    CWritten by the Cove Team · Updated June 2026

    Cove connects to your accounts through Plaid. Your bank credentials are entered directly with Plaid and are never seen or stored by Cove.

    To link an account

    1. 1Go to Accounts and tap Add account.
    2. 2Search for your bank or card issuer.
    3. 3Sign in through the secure Plaid screen and choose which accounts to share.
    4. 4Repeat for every institution — checking, savings, credit cards, and investments.

    Still need a hand?

    Get Cove and see it work on your own money, or reach our team any time.