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The last step is to connect your personal accounts to LedgerSync, a secure software we use to collect your statements.

  • If you already have a LedgerSync account, Sign In below and add your personal accounts to that same login.
  • If you already have a LedgerSync account, Sign In using the link below.
  • If you find that a bank of yours is not supported, we will request those statements from you later via email.
  • If you've previously added a Bank, but not all of the Accounts are showing up, Delete the bank connection and re-add the bank.
  • When you're done, you can close out of the LedgerSync page, then this page. Your information will be saved, and we'll email you the next steps.