How do I bring a new account from an existing bank connection?

Click on 3-dots of the bank account row > Account list > Selected the new account > Add


If you don't see the new account in this list, click on Re-Auth

  • After re-authorizing your bank account, it will show you a list of accounts from this login. This list should have your new account (If not, abort and let us know).
  • Make sure you Select ALL the accounts in this list. Yes the 0 balance ones too (if any). You can remove it from Kubera later. But you want the bank or brokerage to share all the accounts with Kubera. Not cherry pick.
  • Look for an option that says 'Share future accounts with Kubera or Yodlee' > If this option is there, you have to select this option. This will make things easier when you have a new account in this login in the future.
  • Complete the process.

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