To add additional business bank accounts and manage previously connected business bank accounts, please follow these steps:
- From within Heard, click your name in the upper-left, then click Settings.
- Scroll down to "Connected Financial Institutions" and click + New Financial Institution.
- Search for and select your financial institution.
- When prompted, log in with the credentials you use to access your accounts in your financial institution's online banking portal.
- Proceed through the steps to complete the connection.