Accounts Page

Accounts Page

The accounts page is where you can see all the account you linked with an online connection. In other words, this page shows the accounts you added with the Link your account option. Though these accounts map to their respected dashboards, this page allows you to see them all in one place and perform needed maintenance such as updating the account type, monitoring the account balances, and verifying the last time the accounts were updated. The reason you have the ability to update the account type is because

  • The system sometimes sends the account with the wrong account type
  • Sometime you change your username and/or password at the institution's website. If that the case, you will also have to enter those new credentials in your dashboard. You can perform that maintenance on this page.
  • You also have a refresh button you can click to obtain the most up to date account balance and activity.

Screen_Shot_2017-11-07_at_3.27.33_PM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.