Linking accounts you hold at other financial institutions allows you to see an even fuller picture of your finances.
在你的电脑上, click the “Link Account” button located next to the budgeting widgets on the homescreen of 万博manbetx下载3. 在应用程序, click the “预算工具” button on the homescreen and then “Link Account” in the navigation menu that appears.
You can choose from several major financial institutions. If you don't see the bank or credit union you want to link in the list, search for your financial institution. If you are unable to locate your bank in the list, then they may not be a participant with our 个人 Financial Management (PFM) provider.
You'll be asked to input your login credentials you use at your other bank to complete the connection. In order to link the accounts we must validate that you are the owner of the account and gain your authorization to retrieve the account information at your other financial institution. 通过提供你的证件, you enable us to access your account history at the other bank so you can see it in 万博manbetx下载3.
While the connection is being completed, you can continue linking other accounts. Once the link is complete, you will see a notification on the homescreen.