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E*Trade
What you will be able to do with this connection
This connection setup enables 2 features:
Route money into your account (also called “pushing” funds).
Transfer funds from a pod to [Institution Na...
Affirm
To add Affirm bills, there are a few different methods:
Method/Spinwheel: You can "push" payments to the lender using the "Add Account" -> "Liability" and seeing if Method/Spinwheel has discovere...
Betterment
What you will be able to do with this connection
This connection setup enables 3 features:
Visibility of total balance.
Route money into your account (also called “pushing” funds).
Transfer funds ...
Wealthfront
What you will be able to do with this connection
This connection setup enables 3 features:
Visibility of total balance.
Route money into your account (also called “pushing” funds).
Transfer funds ...
How do I add an Income Source?
Follow the steps below to add an Income Source account:
At the bottom of your Sequence map, click the + sign at the bottom of your map and choose Income Source.
Name your Income Source account -...
J.P. Morgan Wealth Management
What you will be able to do with this connection
This connection setup enables 2 features:
Route money into your Chase Bank depository account (also called “pushing” funds).
Transfer funds from a ...
Connecting Liability Accounts
Liability accounts are open lines of debt such as credit cards, student loans, mortgages, etc etc. Sequence integrates with Method and Spinwheel which provide a complete picture of any debt reporte...
Where can I find my account statements?
Your account statements for all your Sequence accounts can be found in the Activity Log shown in the picture below. Click the Download button in the Activity Log page and choose which statements yo...
How do I get a voided check?
You sure can! Just follow the steps below to generate a voided check:
Click on the Income Source account you would like a voided check for
Scroll to the bottom of the Income Source account panel
C...
How do I set up notifications?
To set up notifications, go to your Profile --> Settings --> Notifications. From there you'll be able to choose Email or SMS notifications for different events,
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