Add An Account
Syncing other accounts in My Financial Insights for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are synced, track spending, set budgets, calculate your net worth and more.
- Step 1: Select "Add" above your current account listing.
- Step 2: Select an institution or use the search to find your institution.
- Step 3: Enter in the required information and select "Connect".
You'll receive a notification on your dashboard once the account has been synced successfully.