You can now import account and asset information directly into your Everplan. No more trying to remember account numbers or names, or copying and pasting from other sites and spreadsheets.
Everplans now supports importing financial account information using a secure service called Plaid. You’ll be able to import directly into the Financial section of your Everplan a number of account types including (but not limited to) checking, savings, retirement accounts, investment accounts, loans, and credit cards.
How It Works