January 7th, 2026

Weekly Updates 1.7.26

  • Onboarding improvements: We continue to improve the onboarding experience: collect phone and address on billing page, supporting promo code pass through, refining the client agreement and terms, and more.

  • Improved account search: We now pass selected institution into Plaid to show as a highlighted tile in Plaid’s interface, making it easier to continue connecting your account.