Connect USAA to Silvia

Before You Start

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

• Choose USAA and use the Online ID and sign-in details requested by the connection flow. Your mobile app’s quick login may differ from a sign-in on a new browser.
• Have your usual USAA verification method ready. USAA may request an additional security check when it does not recognize a browser.

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 USAA Listing

   Search for USAA 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 USAA. 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 you can open the USAA app with biometrics but cannot complete the connection login, check your Online ID, password, and logon preferences directly with USAA.
• Resolve an unavailable security-code method through USAA’s logon support, then return to Silvia. If login succeeds but a banking or card account is missing, contact Silvia support.