Guide to Adding or Changing a Bank Account in the Justwealth Client Portal

Click "Client Portal" under "Account Access"

Insert your Email Address and Password, and hit Log In.

Click "Settings" in the left hand navigation bar.

Click "Bank Accounts"

If you know your bank account, financial institution number and branch number, click "Add Bank Account - Manual".

Fill in the fields and click Save Details.

If you aren't sure of your bank account, financial institution number and branch number, click "Add Bank Account - Plaid".

The Plaid pop-up will help you fill in and verify your account details.