Connect a bank (read-only)

Let TapWizz check every purchase against your best card. Optional, read-only, credit cards only.

Steps

1. Open the bank sync screen (“Check my picks automatically”).
2. Pick your card issuer, or Another bank.
3. Sign in to your bank inside Plaid’s screen and choose your credit card accounts.
4. Back in TapWizz, your purchases appear in Purchases with the card that would have earned the most.

Good to know

• Read-only: TapWizz can’t move money or make payments.
• Disconnect anytime. Your bank data is deleted within 24 hours.
• Bank sync is part of TapWizz Plus where Plus is offered, because Plaid charges per connection.