Tara

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Can I transfer from one external account to another?
Yes, and here's the detailed process of how we do it.Sequence can’t move money directly between two external accounts, since we don’t control either side of the transaction.To make it work securely...
  1. Getting Started
  2. Intro to Sequence
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How do I connect external accounts?
Secure link via either Plaid, Finicity, Method or SpinwheelSearch for your institution and connect using your login.Sequence will pull account info, balances, and enable transfers.Manual connection...
  1. Getting Started
  2. Intro to Sequence
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What is an External Account?
Any account that’s not held within Sequence (Thread) is considered external.That includes checking and savings at banks like Chase, Ally, or Capital One.It also includes brokerages (Fidelity, Vangu...
  1. Getting Started
  2. Intro to Sequence
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What is an Income Source account?
What is an Income Source?An Income Source in Sequence is a real checking account.It’s the gateway where money enters the Sequence world.You can use it to receive income from: Paychecks (via direct ...
  1. Getting Started
  2. Intro to Sequence
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Personal Application Info
What is KYC?KYC stands for Know Your Customer.It’s a standard identity verification process used by financial platforms to comply with regulations and keep your account secure.Why Sequence Requires...
  1. Getting Started
  2. Application Info
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How Sequence Works
Your Personalized Financial FlowSequence helps you automate how your money flows - securely, intelligently, and on your terms. Here's how to get started: Connect your accounts Link your external a...
  1. Getting Started
  2. Intro to Sequence
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API Overview
OverviewSequence's External API (also called the Remote API) allows your application to interact with your Sequence accounts programmatically. With this API, you can: Trigger a Rule – Invoke an au...
  1. Developers
  2. API
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What does Target Balance mean?
Target balance allows you to set a target for each pod. The target is only visual but allows you to set and track goals for your pods, like saving for a trip, a future investment, or the usual amou...
  1. Accounts & Transactions
  2. Rules
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Can I withdraw funds from ATMs?
Yes! You can withdraw $500 per day at an ATM using your physical debit card. 
  1. Accounts & Transactions
  2. Debit Card
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How do I send and receive funds for my business?
First, you will need to add your business as a beneficiary by going to your Profile --> Beneficiaries and following the prompts. You may be asked to provide your IRS EIN documentation along with th...
  1. Using Sequence
  2. Getting Started
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