Step 1: Connect your loans

1. Sign into your Candidly account 
2. From your dashboard, click “Menu” > select “Roll Up”
3. Select “Add Loans”
4. Select ‘Sync your loans
5. Follow the prompts to select your loan servicer > enter the credentials you use to sign into your loan servicer’s website > complete the connection

Step 2: Verify your loans

After connecting your loans, you may need to take an additional step to verify your loan account. If you need to verify your loans, you’ll be prompted to verify your loan immediately after you complete the loan connection process. Your Candidly dashboard and Roll Up will also display an alert banner message prompting you to verify your loans. 

1. Select “Verify” or “Verify now” from one of these prompts. 
2. Follow the prompts to upload a copy of your loan statement or loan verification document (downloaded from your loan servicer)
3. Candidly will review your loan statement to complete your loan account verification. If there are any issues with your verification, we’ll reach out to help you take the next steps

You can check the connection and verification status of your loan accounts at any time by reviewing your accounts through Roll Up. The icon next to your loan servicer’s logo indicates whether your loan account is verified, unverified, or if the verification is pending or incomplete. If your loan connection needs to be synced again, you’ll see a prompt to do so.