Determining your Financial Tools provider

Your financial institution (FI) has a choice of two providers, MX or Geezeo, for Financial Tools. Before you begin using Financial Tools, complete the following steps to determine your provider, so you can use the online help content that applies to you.

  1. On the Home page, select Link Account.
  2. If your Link Account page matches the following image, your FI uses MX Personal Financial Management.
  3. If your Linked Account page matches the following image, your FI uses Geezeo Personal Financial Management.

Once you know your provider, you can visit online help topics, such as Linking accounts, and follow the directions for your provider. See Using Financial Tools for more information.