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.