Analyst reviewing connected account data dashboards

How It Works

From connection to movement in minutes

Banking Metro is built as an action-oriented flow: connect accounts, see your position, move funds, and stay informed in real time.

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Operational Flow

A guided system for modern money movement.

Every step is designed to reduce friction and increase trust, from secure account authentication to rapid transfer confirmation. You get a complete financial surface and the controls to act immediately.

Connect your accounts securely

Use Plaid-powered sessions to link banks, cards, investment platforms, and crypto wallets without sharing permanent credentials.

• Connect institutions in minutes with guided linking.
• Choose read-only or transfer-enabled permissions by account.
• Re-auth prompts are handled in secure embedded flows.

See your full financial picture

Balances, transactions, and net worth updates stream into one view so you can understand your complete position in real time.

• Aggregate traditional and digital assets in one timeline.
• Filter by institution, category, and account type.
• Track month-over-month movement and outliers.

Make your first transfer

Move money between your connected accounts or send funds to another Banking Metro member with transparent status and confirmations.

• Preview fees, speed options, and destination account details.
• Track progress with live transfer state updates.
• Download receipts and transfer metadata instantly.

Turn on smart alerts

Set notifications for transfer states, unusual transactions, low balance thresholds, and suspicious authentication events.

• Channel options include in-app, email, and SMS.
• Different rules per account and account type.
• Escalation workflows for suspicious activity.

Institution coverage and compatibility

Banking Metro supports major banks, regional credit unions, card issuers, brokerages, and leading crypto exchanges. Explore supported institution categories before linking your first account.

View Supported Institutions