How to Link Your Bank Account in UMA

Modified on Tue, 23 Sep at 10:23 AM

Follow these steps to securely link your bank account to UMA:

Step 1: Log in to your UMA account


Step 2: Go to Settings

  • Once logged in, navigate to Settings in the top right corner


Step 3: Connect Your Bank

  • Scroll down to the section labeled Connect your bank

  • Click the blue "Connect bank" button


Step 4: Verify with Plaid

  • UMA uses Plaid, a secure third-party service, to connect your bank account

  • You’ll receive a code on the phone number associated with your UMA account

  • Enter the code and click "Continue"


Step 5: Choose Your Bank

  • Select your banking institution from the list


Step 6: Log in to Your Bank

  • Enter your bank login information

  • Click "Submit"

  • If you have two-factor authentication (2FA) enabled, you may be asked to enter a 2FA code


Step 7: Complete the Connection

  • After your bank is connected, click "Continue"

  • You’re all set! Your bank is now connected to your UMA account


Still Need Help?


If you continue to experience issues, please submit a support ticket and our team will assist you.






















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