The difference lies in both the process and the features available:
Manual Linking:
Requires you to manually enter your name, account number, and routing number.
Verification may take 1–2 business days and is not always instant.
Accounts linked manually do not support auto-sweep.
The balance and transactions of manually linked accounts are not displayed on the Robora dashboard.
Linking via Plaid, MX, or Mastercard (Finicity):
Provides an instant and seamless linking process through secure connections to your bank.
Supports advanced features like auto-sweep.
Displays your account balance and transactions directly on the Robora dashboard.
If you have further questions about account linking, please reach out to our customer support team via chat or by emailing us at [email protected]. We’re here to help!