There are two entry points that can be used to connect your Lili account safely to an external bank account.
To link your Lili account to the external bank account:
For both the Web and Mobile Apps -
- Go to the Main Menu
- Choose either Add Money > Transfer from my Linked Account or Send Money > Transfer to my Linked Account (the link can be created using either option)
You will be required to log in to your external bank account using that bank account's credentials.
The credentials of your external account will not be shared with Lili.
Once you've successfully signed in, both accounts will be connected and you won't need to provide the credentials again in the future when using this feature to transfer funds. For instructions on how to transfer funds, please go here.
Lili supports accounts from the following banks: Bank of America, BB&T, Capital One Financial, Charles Schwab, Citi Bank, Citizens Financial Group, Fidelity, JPMorgan Chase & Co, Navy Federal, Services Group, SunTrust Banks, TD Bank, USAA, Wells Fargo and many more.
Note: both the Lili account and the external account should have the same account owner name or business name.
Lili is a technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.