What you need to get started

This article covers what you need before creating a Luminy account, how to connect your first financial institution, and what to expect once your accounts are linked. It is written for new users setting up Luminy for the first time.

Updated recently2 min read

Requirements

To get started with your Luminy account you’ll need to meet all of the following individual requirements:

  • Have an existing relationship with any financial institution.

Technology requirements

Luminy is currently available on iOS and desktop.

Connect your first account

Once your account is set up, linking your first institution takes a few minutes:

  1. Open Luminy and sign in.
  2. Select Add Account.
  3. Choose your institution from the list.
  4. Sign in securely through Plaid.
  5. Select the accounts you want to link.
  6. Return to Luminy. Your balances and transactions will appear shortly.

Troubleshooting

  • If your institution is not listed, use Suggestions in the footer to let us know. We review requests regularly.
  • If a connection fails, try again and confirm your credentials work by signing in on your institution’s own website or app first.
  • If a linked account stops updating, reconnect it from the app. Institutions occasionally require you to sign in again.