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Connecting Your Double Account to 3rd Party Services
Connecting Your Double Account to 3rd Party Services

Double is integrated with Plaid directly, and Apex Clearing can integrate with other services

Updated over 2 months ago

There are 2 ways to connect your Double account to other serivices to view your Double balance and recent transactions.

1. Connect via Plaid

Double has partnered with Plaid, a secure platform used by many popular financial apps like Copilot Money, Coinbase, Rocket Money, SoFi. If the app you want to connect with uses Plaid, simply select Double as your institution, and follow the on-screen prompts to link your Double account.

2. Connect via Apex Clearing Login

For apps that don't use Plaid, you can connect through Apex Clearing, our trusted custodian. Here's how:

Steps:

  1. Create an Apex Clearing Account: If you haven't already, you'll need to create an account login with Apex Clearing. You can do by clicking Create User ID on this screen here.

  2. Enter your Apex Account ID: You will need your Apex Clearing account number which can be found on your Double settings page here.

  3. Complete your Personal Information: You may be prompted for your SSN, email, password and security question. Complete these and make sure the SSN matches the one used on your Double account.

  4. Save your Apex Clearing Credentials: Make note of your Apex Clearing username and password. You'll need these to connect to other services.

  5. Initiate Connection in Your Chosen App: Open the app you want to connect to your Double account. Look for the option to link an external account or add a new brokerage account and search fro Apex Clearing

  6. Enter Your New Apex Credentials: Enter your Apex Clearing username and password when prompted. Note this will be different than your Double username and password.

  7. Authorize Access: Carefully review the permissions requested by the app and authorize access to your Double account held with Apex Clearing.

Note that Apex Clearing data may be up to 1 day delayed.

Important Notes:

  • Security: Plaid and Apex Clearing both use advanced security measures to protect your information.

  • Troubleshooting: If you encounter any difficulties connecting your account, please contact Double support for assistance.

  • Supported Apps: While many apps support Plaid or Apex Clearing connections, some may not. If you're unsure whether a specific app is compatible, check the app's documentation or contact their support team.

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