How do I add my bank account to Cozy?

You can add a bank account for ACH transfers in two ways: using your online login (only available for some financial institutions), or manually by typing in your bank account and routing number.
Add a new checking account to Cozy with online login:
1. Click the "Add Account" button from your Banks & Cards page
2. Select "Checking account"
3. Search for your bank in the search field, and select it (or, if it isn't, proceed to "add a checking account manually" below)
4. Enter the username and password you use to access online banking for that bank account
Add a checking account manually:
1. Click the "Add Account" button from your Banks & Cards page
2. Select "Checking account"
3. Click the "use your account and routing numbers" link
4. Fill in your checking account and routing number, and click "Add Checking Account"
5. Wait 1-3 business days for small verification deposits to post to your account
6. Follow this guide for verifying your account: http://helpdocs.cozy.co/article/131-how-do-i-verify-my-bank-account

Still need help? Contact Us Contact Us