ACCOUNTS & DATA

Your financial life. Finally together.

Connect bank and investment accounts, add your home and loans, and fill in any missing details. Linc brings the relevant numbers into your plan.

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Try free for 30 days. No credit card required.

YOUR ACCOUNTS9 / 9 connected
  • ChaseConnected
  • FidelityConnected
  • SchwabConnected
  • Bank of AmericaConnected
  • Capital OneConnected
  • American ExpressConnected
  • Wells FargoConnected
  • CitiConnected
  • RobinhoodConnected
Read-only. Your money stays where it is.

Example connections. Availability varies by institution.

READ-ONLYLinc cannot move your moneyRELEVANT DATALinc uses the numbers your question needsFILL IN THE GAPSAdd details that connected accounts don’t includeCHECKABLESee the facts and sources behind the result

THE NUMBERS BEHIND THE DECISION

Connect what matters to you.

Use connected accounts and manual details together. Account availability depends on your institution and connection provider.

01 / FINANCIAL PICTURE

Cash, spending, and debt

See your available cash, monthly spending, and debt payments together.

Checking + savingsCredit cards + loansIncome + spending
02 / FINANCIAL PICTURE

Investments, property, and goals

Include your investments and home value when planning for retirement, a move, or a change in income.

Brokerage + retirementHome valueRetirement + other goals
03 / FINANCIAL PICTURE

Current rates and market data

Linc adds current rates, market prices, relevant rules, and historical returns when they affect your question.

Mortgage + Treasury ratesMarket pricesRules + market history

WHERE THE FACTS COME FROM

Know where the numbers come from.

These providers supply account data, property estimates, and market information. You can check the sources behind your answer in Show the Math.

01SOURCE

Plaid

Banking, cards, loans, balances, and transactions

02SOURCE

SnapTrade

Brokerage and retirement accounts, holdings, and cash

03SOURCE

RentCast

Home-value estimates and property context

04SOURCE

FRED + Massive

Rates, inflation, yields, and economic context

05SOURCE

FMP + Tiingo

Fund details, prices, history, and market information

06SOURCE

Kenneth French + Robert Shiller

Long-run market, bond, and inflation history

07SOURCE

Focused web sources

Current rules, limits, and facts when the question needs them

See how the answer is checked

START WITH THE DECISION

Bring your finances together.

Start free

Try free for 30 days. No credit card required.