Guide To Transitioning Your Banks on TPG To Go

We've switched to a new data provider to make it easier for you to link your bank accounts and get spending insights faster than ever before. We just need you to reconnect your accounts in TPG To Go. It only takes a few minutes to complete the process. We'll walk you through the steps with this quick guide. 

Log into your TPG To Go account. You will be prompted to reconnect your accounts. Tap View Banks.

Tap on the issuer that needs to be reconnected.

Enter the same bank password you use to access your online credit card issuer account.

Tap Link Card.

Choose which card you want to link.

Tap Next.

Repeat this step for each card issuer. You will receive a confirmation after you've completed the reconnection process.

Bill reminders, along with APR and credit limit data, will no longer be available automatically when you re-link your cards. However, you can input your credit card’s monthly closing date, credit limit, and APR manually. Just tap the exclamation mark in the applicable fields on the Card Details screen.

Please get in touch with us if you have any questions about the process!

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