Add an Account Updated November 15, 2021 22:43 More add an account How do I add an account? How do I connect to my bank? Where do I find banks? Follow the 3 steps below to add an account: From the Accounts tool, click on the right to open the “Add Accounts” window. Search for a financial institution by its name or URL, or select one from the list of popular institutions. Enter the requested login credentials. Note: Some institutions use multi-factor authentication as part of the login process. To learn more about accounts, watch this quick clip: Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience. Was this article helpful?