Add an Account

Follow the 3 steps below to add an account: 

1. From the Accounts tool, click  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.