Add account menu
Note: Your FI has a choice of two layouts for the Home page. The following content only applies to users who are using the Dashboard. For more information on determining what Home page your FI uses, visit The Home page.
Selecting the Add account (
) button on the Manage Accounts page opens a menu of actions you can select from.
Add account menu options
By default, the Add account menu consists of the following options:
-
Link an Account—view your balance and history from other banks and credit unions.
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Add an External Account—make an external account available to transfer to or from held accounts
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Create a Manual Account—track the value of assets and debts to see your full financial picture.
Note: You may see additional menu options depending on your FI's configuration.
Note: Your experience may be different from the user interface described, based on your financial institution's custom configuration.