Connecting and removing external bank accounts

1) Head to Profile & Settings (the person icon in the upper-left of the home screen)
2) Under Funding & payment, choose Connected accounts
3) Tap the blue "Connect account" button
4) The next screens will guide you through searching for your bank and entering your account details

1) Head to Profile & Settings (the person icon in the upper-left of the home screen)
2) Under Funding & payment, choose Connected accounts
3) Tap into the account you want to remove
4) On the next screen, tap Remove Account
5) Confirm you would like to remove this account

 

Heads up: your saved balance will automatically be returned to your connected bank account when you remove it. Head here for posting time estimates: Withdrawing money to a linked bank account

If the bank account Oportun has been saving from has since been closed or can no longer receive deposits, we can send a check for your saved balance in the mail. At this time, we can only mail checks to United States addresses.

 

Please get in touch with our Support team at help@oportun.com.

At this time we can only save from and move funds to one personal checking account (no business or savings accounts just yet!).

To keep things safe, accounts are closed-loop systems, meaning funds withdrawn from your savings goals can only be returned to the same checking account they were taken from (or sent to you via check if that account has since been closed).

 

For now, we recommend linking with your most active bank account (where you get paid or do most of your spending from).

We use Plaid, a trusted and industry-standard data provider, to handle connections between Oportun and your bank.

 

Plaid locates and connects with your bank using the same information that you would use to sign in to your online banking.