General Investment Manual Connection

This connection setup enables two features:

1. Visibility of total balance.
2. Route money into your account (also called “pushing” funds).

Please notice:

This feature works solely with investment accounts that support a routing and account number combination. Please make sure you know how to obtain this information and do so before starting the testing process.

The following process enables a connection with Plaid that enables the display of your [Institution Name] account balance:

• Click this link to navigate to the Sequence login page.
• On the bottom center of your money map, click the add account button.
• Select the Investment Account.
• You should now see the Plaid connector.
• Click Continue to go to the next step.
• Enter your Phone number and click continue.
  • Note that if you have previously used Plaid, your phone number may be autofilled.
• Plaid will send you a text message with a code. Enter the code, and you should move to the institution selection screen.
  • If you’ve used Plaid before, you may see a list of previously selected institutions.
    • If your desired institution is listed, you may select it.
    • Otherwise, click on “Connect a new institution” located at the bottom of the list.
  • Otherwise, we should only see investment institutions because back in step 3 we selected “Investment account.”
• In this case, we will select the institution that you wish to connect.
  • If you don’t see it listed in the displayed institutions, start typing the name of the institution in the search field.
• You should see the screen below directing you to login at the required institution.
• Enter your credentials and click the “Submit” button.
• You should now see an account selection screen displayed.
• Select the accounts you would like to include by checking the appropriate boxes.
• Click Continue. Plaid will now work its connection Magic. 🪄
• You should now see the relevant node(s) representing your account(s) with the investment institution in your Sequence money map.

Please note: don't worry if the node on the map states "Action Required", we will deal with it in the next step.

Connect your account within the institution:

• Click your investment account node on the map
• On the panel that was just opened, you will see a big banner, and a "Connect" button.
• After pressing the "Connect" button, you will see a dialogue that requests your routing and account number.
  
• Go to your investment institution website, and copy the routing and account number into the text box.
• Press "Submit" and your accounts should be connected. Now you can use the investment account like any other account on Sequence - create rules based on the balance, make it a destination of a rule, etc.