Adding as many of your accounts as possible to Humaniti gives you the best overall view of your finances. We have made it as easy as possible to include all your accounts!
From your main dashboard, simply click the (+) add icon. You’ll find this at the top right of the screen on our mobile app.. and on our web portal it’s next to the various account types.
From there, simply follow the prompts to securely link your accounts. When prompted to enter your credentials, this will be the usual credentials you use to login to your bank, super or share trading account.