How to Set Up Insights

Eduardo Sanchez
Eduardo Sanchez
  • Updated

The Insights feature helps you better understand your finances by securely linking your bank account. Follow the steps below to get started.

Step 1: Open Insights

Open the Arro app and navigate to the Insights tab.

Step 2: Tap “I’m Ready to Link”

Once you’re in Insights, tap the “I’m Ready to Link” button to begin the connection process.

Step 3: Connect Your Bank with Plaid

You’ll be guided through Plaid, our secure third-party connection tool.

  • Select your bank from the list
  • Enter your bank username and password

    🔒 Your login information is encrypted and never stored by Arro.

Step 4: Verify It’s You

For security, Arro will send a one-time verification code to your phone number on file.

  • Enter the code to confirm your identity

Step 5: You’re All Set

Once verified, your account is successfully linked, and Insights is ready to use 
You can now view personalized financial insights directly in the app.

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