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Linking External Accounts

To link other bank accounts to Mercury for easy transfers and money management, click the Move Money button at the top-right of your Mercury dashboard.

 

  1. Select Transfer Between Accounts
  2. In the Transfer from field, scroll down until you see Link a Bank Account
  3. Using the Plaid pop-up, search and select your bank
  4. Enter your credentials and Submit

 

If you would like to move funds over, continue going through the flow; otherwise you can exit the transaction page after linking your account.

When an account is successfully linked, you will see it on you Dashboard under Accounts > Linked Accounts.

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