When you are adding an account if you can't find your bank on the list, need to add an investment account, or are getting notifications that the tool couldn't find what you were looking for, read on to learn how to troubleshoot the issue.
2. Shorten the search term (i.e. “Freedom” rather than “Freedom CU”).
3. Search for the web address of your account login page. Sometimes the website listed will not exactly match the website the user provides (i.e. “http” instead of “https”). The connection may still succeed.
4. Sometimes mortgage, loan or credit accounts can be listed separately. Check all connections listed under an institution when you search.
5. If you still cannot find your institution, please submit a support request so our team can help you.