Managing your connected bank accounts on Percent is now even easier with a new streamlined banking experience.
Starting today, when you log into Percent, you will notice the new Account Settings page under your user menu in the upper-right corner. This new page combines your profile on the first tab and linked bank accounts on the second.
Connecting your bank account(s) to Percent is now as simple as clicking the “Add Account” button, logging into your bank, and selecting the account. Plaid (the service Percent uses for bank connectivity) supports most banks, but if your financial institution does not support this login method, you can still link your account by providing the account and routing numbers. Once your bank account is linked, you can initiate deposits and withdrawals to and from your Percent account.
Deposits and withdrawals are now easier as well. When you visit your Portfolio page, you can click on Deposit Funds or Withdraw Funds. Doing so will let you easily transfer funds via ACH or give you detailed instructions on initiating a wire transfer.
Our team is committed to continuously improving the Percent experience, and your feedback is always welcomed. We look forward to sharing further platform improvements in the coming months.
You can experience the new banking experience below.