Determining your Personal Financial Management provider

Your financial institution (FI) has a choice of two providers, MX PFM or Geezeo PFM, for Personal Financial Management. Before you begin using Personal Financial Management, 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.
    Link Account institution search
  3. If your Linked Account page matches the following image, your FI uses Geezeo Personal Financial Management.

    4. Linked Accounts

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