In Rocket Money settings, members link and manage financial accounts to get a full view of their financial health. I redesigned this experience to improve accessibility, enhance clarity, and streamline key actions.
client
Rocket Money
role
Interface Design
before
after
design detail
Moving the primary “Add Institution” action from a small, hard-to-reach top row to a prominent button at the bottom improved hierarchy, accessibility, and clarity.
before
after
design detail
The prior design placed the “Unlink” action above “Add Account,” weakening hierarchy. In the redesign, I styled “Unlink” as a secondary link and made “Add Account” a primary button, better reflecting frequency of use.
before
after
design detail
Removing redundant section headers and incorporating icons improved scannability. Since most members have few accounts per institution, icons now provide quick identification without unnecessary labels.
before
after
key takeaway
final design
