Add An Account
Syncing other accounts in MyFinances 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 synced, track spending, set budgets, calculate your net worth and more.
- Step 1: Select the + button above your current account listing, and then select “MyFinances”
- 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 MyFinances dashboard once the account has been synced successfully.