You have the choice to enter data manually or avoid manually data entry by linking your accounts. SAVVI can link accounts at over 17,000 institutions. When you link your accounts with SAVVI, we establish a secure read-only connection with your financial institution. You can connect the following types of accounts in SAVVI:

• Checking
• Savings
• Credit Card
• Mortgage
• Retirement
• Brokerage
• HSA

The more accounts you connect, the more complete and accurate our analysis.

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