Add an Account Under an Institution
Instructions
- In the Account Net Asset Value panel, click the Configuration button.
The External Accounts screen opens. - Click the plus sign + on the financial institution row, then follow the instructions on the screen to add another account under that institution.
Note: You can add assets or liabilities that do not have online access, such as real estate, auto or other assets and liabilities by clicking the link on the first Add Account screen, and then following the instructions on the screen.