Link an Account in myFinanceTracker™

Step 1. Getting Started

From Account Summary page, under myAccounts.

Select “Link an Account” in either the top nav or;

In the right nav “Help” call out.

1 of 10

Step 2. Add an Account

From the “Add an Account” window that has opened . Enter your financial institution in the search box to locate it on the dropdown menu.

Select your financial institution to continue.

2 of 10

Step 3. Access Your Account

From the “Access Your Account” window enter your client card number, enter your password, re-enter your password.

Select the “Continue” button when complete to continue to the Login screen.

Note: there may be more fields required based on your financial institution’s sign in requirements

3 of 10

Step 4. Login to Your Account

From the “Login to Your Account” window enter the required login information (the criteria for login will depend on the financial institution you chose.)

Answer the authentication question and hit “Continue”

Your banking information for this account will now be retrieved and linked into myFinanceTracker.

4 of 10

Step 5. Account Summary

A confirmation message will appear on your screen. From this screen you have the option to link another account or to continue.

Once confirmed, your linked account will show on the “Account Summary” page.

5 of 10

Step 6. Review Summary

From the “Account Summary” page you may:

Review transactions

Review trends

Edit account information

6 of 10

Step 7. Assets & Liabilities

From the “Account Summary” page you may also “Add an Asset/Liability” by clicking on the link in the right nav.

7 of 10

Step 8. Add an Asset/Liability

Once on the “Create an Asset/Liability Account” page you can add a manual Asset or Liability such as:

• A loan from a family member
• The value of your house
• An account that is not located within the “Link an Account” list

This feature allows you to include these financial details in order to give yourself a more complete financial picture within myFinanceTracker.

8 of 10

Step 9. Asset/Liability Details

Within the form fields on the “Create an Asset/Liability” screen enter the name of the asset / liability, the account type, the account number, an “Asset/Liability Category”.

Once a category is selected dynamic fields will appear depending on the category chosen.

Hit “Continue” button to continue.

These details are for your reference only, myFinanceTracker is not being asked to pull the amount.

9 of 10

Step 10. Review Assets/Liabilities

Once completed, you will be able to see the new Asset/Liability on your “Account Summary” page, “Net Worth” page, and Calendar (appearing as a payment reminder).

That’s how to Link an Account and Add an Asset/Liability in myFinanceTracker.

10 of 10