Follow these steps to securely link your bank account to UMA:
Step 1: Log in to your UMA account
Log in with your email and password
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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