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

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

    • Justwealth Team |
    • 7 steps |
    • 49 seconds
    • JustwealthJustwealth
    1
    Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)
    2
    Click "Client Portal" under "Account Access"
    3
    Insert your Email Address and Password, and hit Log In.
    4
    Click "Settings" in the left hand navigation bar.
    5
    Click "Bank Accounts"
    6
    Click "Add Bank Account - Plaid", and the Plaid service will assist you in inputting your financial institution number and branch number for your bank account.
    7
    The Plaid pop-up will help you fill in and verify your account details.