Add an Account Under an Institution

Instructions
  1. In the Account Net Asset Value panel, click the Configuration button.
    The External Accounts screen opens.
  2. To add another account under that institution, click the plus sign + and then follow the instructions.

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 then following the instructions.

 

Additional Resources