Add All of Your Accounts for a Complete Financial Picture
Adding other accounts in My Financial Partner for a complete financial picture is simple. Then you can track your account relationships with almost all financial institutions automatically, including credit card providers and investment firms. Once all of your accounts are linked, track spending, set budgets, calculate your net worth and more.
- Step 1: Select "Add" above your current account listing.
- Step 2: Select an institution or use the search to find your institution.
- Step 3: Enter in the required information and select "Connect".
You'll receive a notification on your My Financial Partner dashboard once the account has been linked successfully.