LINK YOUR EXTERNAL ACCOUNT

Securely link your
external account with CFR

CFR uses Plaid, a secure third-party service, to verify your external account information and help maintain accuracy and security.

Only use this link if instructed by a CFR representative or if you are adding or updating external account information for your CFR investment.

Your information is secure

Bank-level encryption guaranteed

Plaid uses bank-level security to protect your information. CFR does not receive or store your online banking credentials.

Learn more about Plaid

How it works

Step 1

Connect securely

Click the button below to open a secure connection powered by Plaid.

Step 2

Choose your external account

Search for and select your external account, then sign in using your online credentials.

Step 3

Verify your external account

Plaid securely shares the information with CFR to verify your external account.

Step 4

You're all set

Once complete, you'll return to CFR and your external account will be linked.

Link my external account

You will be redirected to Plaid to securely connect your external account.