Add an Account

  • Updated

Follow the 3 steps below to add an account: 


  1. From the Accounts tool, click mceclip1.png on the right to open the “Add Accounts” window.
  2. Search for a financial institution by its name or URL, or select one from the list of popular institutions.
  3. 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.

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