After you download the Nimbl app, it’ll prompt you connect all relevant accounts by logging into your banks through our secure portal. This enables read-only access to your transaction and account details (such as interest rate and current balance) to provide the most accurate plan for your personal financials. We don’t store or access your account credentials, nor do we have access to make any changes to your financial accounts.
At this time, Nimbl requires read-only access to at least one checking account to accurately identify recurring income and bills for your customized plan. For details on how to add a manual debt account, please see this FAQ.