Savvy Wealth supports connecting accounts from over 28,000 financial institutions across the US, Canada, and the UK through our data aggregation partner, MoneyKit (Array).

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How to Connect an External Account

1. Log in to your Savvy Wealth client dashboard
2. Navigate to the Accounts section
3. Click Link Account or Connect Institution
4. Search for your bank, brokerage, or credit union by name in the search bar
5. Select your institution from the results and follow the prompts to securely log in
6. Once authenticated, your account data will sync automatically

If you don't see your institution listed, reach out to your advisor or contact us through the Feedback Portal.

Supported Institutions

The database below contains every institution we support. Use the search and filter options to find yours.

Supported Institutions