Powered by Plaid's Trusted Infrastructure
Every bank connection on BankSummary runs through Plaid the same bank connectivity layer used by Venmo, Robinhood, and thousands of trusted financial apps. Plaid is a licensed financial data platform that connects directly with your bank's official systems.
- Your login credentials go directly to your bank never stored by us
- OAuth authentication used by major banks like Chase & Bank of America
- Real-time data sync for balances, transactions, and statements
- Covers checking, savings, credit cards, loans, and investment accounts
What Types of Accounts Can I Connect?
BankSummary supports a wide range of account types across all supported financial institutions, giving you a truly complete picture of your finances.
- Checking & savings accounts balances, deposits, transfers
- Credit cards spending, statements, available credit
- Investment accounts 401(k), brokerage, IRA balances
- Mortgage & loans balance, interest, payment history
- Credit unions member accounts and shares
- Online banks & neobanks Chime, Ally, SoFi, and more
Find Your Bank
Search across 12,000+ supported financial institutions
150+ featured institutions shown plus 12,000+ more available in the connection flow
How to Connect Your Bank Account
Linking your bank to BankSummary takes under two minutes. Here's how the secure connection process works.
Create your free account
Sign up for BankSummary with your email address. No credit card required to get started connect up to 2 accounts on the free plan.
Search and select your bank
Type your bank's name in the secure Plaid connection window. Select your institution from the list of 12,000+ supported banks.
Authenticate securely
Enter your online banking credentials directly with your bank. BankSummary never sees or stores your username or password.
Choose accounts to link
Select which accounts you'd like to include checking, savings, credit cards, investments, or all of the above.
View your unified dashboard
All your balances, transactions, and account data appear instantly in one clean, easy-to-read dashboard. Repeat for every bank you want to track.
Set up alerts & summaries
Get automated weekly summaries, spending alerts, and balance notifications so you always know where you stand financially.
Your Data Is Protected at Every Step
Security isn't an afterthought it's built into every layer of how BankSummary and Plaid handle your financial data.
256-bit AES encryption
All data transmitted and stored is protected with the same encryption standard used by major banks and government agencies.
Read-only access
BankSummary has read-only access to your accounts. We can never initiate transactions, transfer funds, or make changes to your account.
No credential storage
Your bank username and password are entered directly with your bank via Plaid. BankSummary never sees, handles, or stores your credentials.
OAuth authentication
Supported by Chase, Bank of America, Wells Fargo, and other major banks OAuth means your bank handles verification entirely.
SOC 2 Type II
Plaid's infrastructure is SOC 2 Type II certified, audited annually by independent third parties for security, availability, and confidentiality.
Revoke access anytime
Disconnect any bank connection instantly from your BankSummary dashboard or revoke access directly from your bank's security settings.
Frequently Asked Questions
Everything you need to know about connecting your bank to BankSummary.
Ready to See All Your Accounts in One Place?
Join thousands of users who manage their finances smarter with BankSummary. Free to start no credit card needed.
