NUVOSHI WEALTH · FEATURE

Read-only bank connections

Connect through Plaid, or add accounts by hand.

Who it is for: Individuals and households.

Connect through Plaid, or add accounts by hand. You sign in on your bank’s own page. Access is read-only, and Nuvoshi never stores your bank username or password.

Data Health screen showing connection status — Data Health shows whether connections are in good shape.

How it works

Choose Connect Bank and sign in on your bank’s own page.
Accounts appear in the app with their balances.
Reconnect from Connected Accounts & Data Health if a connection needs attention.

Limits

Nuvoshi cannot move money, pay a bill or contact your bank for you.

Related help

How to connect or reconnect a bank

Next step

See how Nuvoshi Wealth works from start to finish, or get help. Questions about this feature? Contact support.

Written from the app’s current published description and last reviewed November 14, 2026. Screens and labels can change between app versions. If something here doesn’t match what you see, let us know.