Add 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 answer any multifactor authentication challenge.
- 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.
Trouble Adding An Account:
- Check all the available account types listed under an institution when you search. Sometimes mortgage, savings, credit card, etc. accounts are listed separately. You might also have a search for the specific account (i.e. "Bank of America mortgage," as opposed to just "Bank of America).
- Verify your username and password with your institution to ensure your credentials haven't expired. Sometimes signing in can unlock a frozen account connection.
- Turn off complicated security preferences (such as CAPTCHA and picture passwords) on your institution's site.
- Make sure you aren't simultaneously logged in to your institution's site on another tab or browser.
- Make sure the software isn't waiting for your response to a security question.
- If a connection breaks, you have to enter your credentials again.