How do I link an account in the Personal Finance Management tool?

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Follow the steps below:

  • Login to Digital Banking.
  • Click the Link Account box (located below your list of accounts) to link an outside account to Personal Finance Management.
  • Search for your financial institution or select from the most common banks and credit unions.
  • Enter your Online ID and Password for the account you wish to link to your Personal Finance Management. The User ID and password will be from the financial institution you are linking. Some additional information may be required from the financial institution.
  • Click Continue.

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