You can link your EveryDollar account to SmartDollar and get the free upgrade to EveryDollar Plus by following the steps below:
If you have not signed up for SmartDollar yet:
- Go to your company's unique enrollment link. Don't know what that is? Check out this article about your Unique Enrollment Link.
- Click the Sign Up button. Note: Do not click Sign In, we need to create a SmartDollar account for you.
- Enter your name, email, and any other required information. To get your EveryDollar account to link to SmartDollar, you must use the same email address that you use to log in to your EveryDollar account. When you type in your email address, you will see a message saying "We found an existing account for that email address." This message is asking you to type in your existing EveryDollar password.
- Finish by clicking Sign In. Your existing EveryDollar budget will then be linked to your new SmartDollar account. That's pretty cool.
If you have already created your SmartDollar account with a different email address than the one you use for EveryDollar, reach out to our Customer Success Team by clicking Submit a request at the top or bottom of this page. They can explain your options moving forward.