If you're wondering why you would ever need to link your bank account with Savi, please review this article.
You are not required to link your bank account to proceed with the application. If you do not wish to link, simply click the green Next button to continue with the application.
To link your bank account, the process is quite simple, and is almost exactly the same as when you Sync your student loans into Savi.
First, click the Blue button to "Connect your Bank Account"
Next, you can review the Plaid End User Privacy Policy, and click "Continue"
Here is where you can choose from the default list of financial institutions... or (below image), you can search for your own bank if it's not on this main list:
Searching for your bank example:
After choosing your bank or financial institution, you'll simply login using the same credentials you normally would if you were directly on their website:
For privacy and security, it's very common these days for a second level of verification to be requested. Click "Continue"
Finally, you provide final authorization for Plaid (our integration partner) to access specific information with the account you just linked, by clicking "Allow"
Once confirmed, you will be transferred back to Savi to continue with your Application: