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Accounts Overview

Accounts Overview

 
  • Red represents debt accounts.
  • Add An Account lets you add any account you want including loans, property, credit cards and investments.
  • Click an account to edit it.
 
Edit An Account
  • You can change the Account Name and Account Type.
  • APY(%) lets you change the annual percentage yield.
  • Link Status tells you if there's a connection problem.
  • Click a bar in Account History to see monthly transactions.
  • Mark an account as Business (B) or Personal (P).
  • Manage Alerts lets you choose to be notified about this account via email or text.
  • Exclude Accounts hides the account's data from the application.
  • Mark As Duplicate merges two accounts together. Click this if you see two versions of the same account.
  • Note: Although you can't delete accounts at your home institution, you can delete other accounts by clicking the trash can in the lower right.
 
Add an Account
  • Click the Search Bar to find a specific savings, loan, credit card or investment account. Note that the URL listed in the search results won't necessarily be the one you typically use.
  • Once you've found your institution, enter your UserID, password, and any security questions you might be asked.
  • If an account requires attention, it will display a red or yellow exclamation mark. Click it and follow the prompts to resolve the issue.
  • Add a Manual Account lets you add a manual savings, property, investment, etc. account.
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