Connect Chime to Silvia

Before You Start

Have your Chime login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

• Choose Chime in the account search and use the email address associated with your Chime account when asked to sign in.
• Have access to the phone number registered with Chime. Its sign-in and account recovery flows can require a code sent to that number.

Connect Your Account

1. Open Your Portfolio in Silvia

   Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

2. Find the Right Chime Listing

   Search for Chime in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

3. Follow the Connection Prompts

   Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by Chime. You may be redirected to your institution to authorize access.

4. Review Access & Select Your Accounts

   Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

5. Return to Silvia

   Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

• If asked for your Chime password, use your account password. The four-digit passcode that unlocks the Chime mobile app is a separate credential.
• If you changed your phone number or cannot access your email, resolve that directly with Chime before retrying the connection. Chime’s recovery guide explains how to update your contact information.