Keep your financial context current.
Manage the accounts and household details that ground every Ask Linc answer.
Your numbers
Your age, what you have, what you spend and your retirement plan: the figures Linc plans with when no linked account says them.
Add an account
Search for your bank or brokerage and we'll open the connection that supports it.
Your connected accounts
Manage connections
Manual Accounts
No manual accounts yet.
Click "Add Manual Account" to create one.
Transaction History
Subscription Management
Current Plan
Manage your subscription, update payment methods, and view billing history
Account Settings
Your financial data is read-only and never stored permanently.
Disconnect Your Accounts
Remove all Plaid and SnapTrade connections and clear your financial data. This will disconnect all linked financial accounts but keep your conversation history.
Delete All Your Data
Permanently delete all your data including accounts, transactions, conversations, and Plaid and SnapTrade connections. This action cannot be undone.