Connect to an external bank account

  • updated 7 mths ago

You can link other bank accounts to your Mercury accounts for easier transfers and money management.

Here’s how to do it:

  1. Log in to your Mercury dashboard.
  2. Click the blue Move Money button in the upper right corner, then select Transfer Between Accounts.
  3. Click on the Transfer From dropdown, then scroll to the bottom and click Link a Bank Account.
  4. Using the Plaid pop-up, find your bank and enter your credentials when prompted. If your bank is not selectable from the Plaid dropdown, we're currently unable to support a connection. 

The account should now be linked. You can find account info, manage the connection, and initiate new transfers by going to Accounts from your left sidebar menu, then clicking the Linked Accounts tab.

If you receive an error when trying to log in, double check that you're using the correct login, password, and login method. It can be also be helpful to log in to your bank directly and make sure there are no error messages or items you need to action before connecting. 

If all else fails, email help@mercury.com and we're happy to take a look. 

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Need more help?

Email help@mercury.com and we're happy to assist.