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- When inside of Money Management, click Accounts on the far left and then Add an Account.
- Search for the financial institution in the search bar and click the name to enter your account log in information for that institution.
- Click Connect and it will appear on the left as it retrieves the information.
- You may be required to enter in additional verification information established with the external account.
- When finished adding the new accounts, click the X in the top right comer to return to all accounts.
Getting enrolled in Money Management is easy! Just click on the Money Management link under the Manage Money tab within OHecu's Online Banking.
Hiding an account means we are still linked to the account and will still keep track of your transactions in it, we just won't show it to you. The account will appear under Accounts marked as Excluded, but not appear in your account total on the right under All Accounts or under your Transactions.
Here's how to exclude your account:
1. In the main accounts page, select the account you want to exclude.
2. On the right, click Exclude Account and click Exclude.
3. To unhide account, select the account and click Re-Include This Account and Include to confirm.
You can set up a variety of custom alerts for all your accounts in Money Management including non-OHecu accounts.
1. To get started, open Money Management in Online Banking.
2. Click on the gear icon in the top right corner.
3. Your Profile will automatically appear, click Alerts on the top left corner.
4. Verify your email address and phone number to send you alerts.
5. Select Simple Alerts you want to set up or Detailed Alerts broken down by account.
6. When finished adding new accounts, click the X in the top right corner to return to all accounts.
Money Management is OHecu's financial management tool that allows you to manage all your accounts - including those at other financial institutions.
Money Management needs your username and passwords to provide you with up-to-date information on your accounts. We use this information to establish a secure connection with your financial institution or credit card company so we can download and categorize your transaction information securely and automatically.