Linking accounts

Link your accounts at external financial institutions (FIs) to manage your finances all in one place. Link your credit cards, loans, checking, and savings accounts from other FIs once and see up-to-date balances and transactions for all your accounts on the Home page. You can link accounts from most domestic, US-based FIs.

Account information for linked accounts is view-only. Although you can see balances and transactions and modify categories and descriptions, you cannot create new transactions for linked accounts or transfer funds between linked accounts. If you need to create transactions or transfer funds to an external account, see Setting up external accounts for transfers.

Note: Your FI has a choice of two providers for Financial Tools: MX or Geezeo. Before you begin using Financial Tools, determine your Financial Tools provider.

Linking accounts with MX

To link an account

On the Home page, select Link Account in the Financial Tools section.
Search for an FI or select an FI name in the Quick Picks section.
Provide your online banking credentials for the external FI and select Continue. If the FI requires multi-factor authentication, follow any prompts to supply more information.

Tip: The time needed to link external accounts may vary depending on many factors, including the external FI, number of accounts, and server speed.

Select where you want your linked accounts to be visible.

If Home is selected, the account will display as a tile in the Accounts section of the Home page. If Financial Tools is selected, the linked account will display in Financial Tools, like Budget and Net Worth, and account information, such as balances and transactions, will be available for MX Personal Financial Management.

Note: To learn more about showing and hiding accounts, see Configuring account preferences.

(Optional) To link more accounts, select Link More Accounts and repeat steps 2 and 3.
Select Close to return to the Home page. The status of the account appears, along with prompts for any outstanding information, such as account credentials.

After you link accounts, they appear in a Linked Accounts group on the Home page. You can reorder and group accounts as necessary.

To edit your preferences for how accounts display on the Home page and in Financial Tools, select Settings > Account Preferences. In the Linked Accounts section, find the account you want to show or hide and select the Home and Financial Tools toggles.