Empowering You to Manage Your Money Your Way

• You can update your login credentials by clicking ‘Update login’ from that account tile or by going to ‘Manage Accounts’ option under ‘Settings’ and selecting ‘Sync Manager’. Click the three vertical dots on the account to open the options menu and update your login.
• Enter your updated credentials, then click Continue.

• Yes, the tools allow you to manually link accounts and assets. This can be especially helpful for viewing your net worth by including assets like your house or car.
• To add an account, navigate to Manage Accounts’ option under ‘Settings’ and select and ‘Add account’ and choose ‘Create a Manual Account’.
• Note – some account types will trigger additional fields. For example, choosing a loan under account type will generate fields for financial institutions and APR.

No, your linked accounts are view-only; however, you are able to see their account balances and transactions. You will not be able to initiate any new transactions on these accounts from the Financial Tools. You can link savings and checking accounts at other financial institutions via the Manage External Accounts tool for external account transfers, located under the Transfer menu.

• Yes, you can. Within the Account Details page, you can click on a transaction to modify its category, add a sub-category or change its online description. You can even split a transaction into multiple categories for more control over your budget.
• Note that changing the description only changes the description within your digital banking and will not be reflected on statements.