How do I add a new account?
- 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.
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