Tara

Tara

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How Do I Add My Virtual Card to my Wallet?
Adding your virtual debit card to Google Pay or Apple Pay allows you to make secure, contactless payments instantly. Follow this step-by-step guide to upload your card quickly and easily. Step 1: ...
  1. Accounts & Transactions
  2. Debit Card
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How do I know if my Rules will work?
We know that you may feel some apprehension when it comes to your finances. That's why we have created a Rule Simulator so that you can see your rules in action before you implement them! Just foll...
  1. Accounts & Transactions
  2. Rules
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Does Sequence provide checks?
Yes — you can write checks against your account balance, even though we do not issue physical checkbooks.What does this mean?While we don’t provide paper checks, your account supports check-based t...
  1. Accounts & Transactions
  2. Accounts
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How do I deposit checks?
Yes, you can deposit checks straight from your phone. No trips to the bank. No mailing anything in. Here’s how to do it:Step-by-step: Mobile check depositLog in to your Sequence accountClick into t...
  1. Accounts & Transactions
  2. Deposits
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1 follower 0 comments 1 vote
How does Cashback work?
When using your debit card, Cashback Rewards are exclusively available for users under the Pro and Premium plans and eligible purchases earn 1% Cashback Rewards! The formula to calculate appropriat...
  1. Accounts & Transactions
  2. Accounts
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Coinbase
About Coinbase Description: Coinbase is a cryptocurrency exchange that allows users to buy, sell, store, and transfer cryptocurrency (crypto). It also offers other services like staking, saving, an...
  1. Connections and Integrations
  2. Connecting Investments Accounts
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Can I use checks with my Sequence account?
Account holders can order their own checks directly through a third-party check provider of their choice.What You’ll NeedWhen placing your order, be sure to have the following information available...
  1. Using Sequence
  2. Getting Started
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Interactive Brokers
What you will be able to do with this connection This connection setup enables two features: Visibility of total balance. Route money into your account (also called “pushing” funds). Requirements...
  1. Connections and Integrations
  2. Connecting Investments Accounts
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Quickbooks
To connect Quickbooks, follow the steps listed below: Login to your Quickbooks account Go to Transactions, then select Bank transactions. Select Link Account. Enter Sequence in the Search field, t...
  1. Connections and Integrations
  2. Institution Specifics
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M1 Finance
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). Requirements t...
  1. Connections and Integrations
  2. Connecting Investments Accounts
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