Submit a request
Back to main site
Become A Client
Keep your account up-to-date.
How do I update my email?
Can I change my bank account?
I just moved - should I update my address?
I just changed jobs - should I update my financial information?
I just changed my name - how can I update my profile?
How does WiseBanyan’s two-step verification work?
How do I enable two-step verification?
Anything else I should know about two-step verification?
My two-step verification codes send to an old phone number! What do I do?
Can I add a beneficiary to my account?
I'm a representative with a member of FINRA. How do I request duplicate statements to be sent to them?
Can I integrate WiseBanyan with Mint.com?
Can I integrate my account with Quicken?
How do you use my friend's email addresses?
How do I close my account?
Do your apps allow for Fingerprint or Touch ID?
How can I invite others to join WiseBanyan?
How do I edit my milestone?
Can I close a milestone?
What is the difference between Instant Bank Link and Manual Bank Link