How do I sync up my accounts in the system?

Syncing up your financial accounts, whether they be bank accounts, credit cards, or brokerage accounts, is a simple process. We access your financial information using a trusted and secure third-party vendor called Plaid. All you need to do is select the financial institution, input your username and password for the desired account you want to have tracked on the system, answer a security question, and Vestalyze handles the rest.