Adding another online account

Bob's Avatar

Bob

07 Apr, 2016 06:45 PM

I currently download transactions for 4 accounts at my bank and want to add a fifth. I forget how to set up an account to download transactions.

  1. 1 Posted by Bob on 07 Apr, 2016 06:54 PM

    Bob's Avatar

    I currently download transactions for 4 accounts at my bank and want to add a fifth. I forget how to set up an account to download transactions.

  2. 2 Posted by -Kevin N. on 07 Apr, 2016 06:55 PM

    -Kevin N.'s Avatar

    Hi Bob,

    While viewing the register for the account in question, from the Menu bar, go to Online > Set Up Online Banking.

    In the resulting window, click 'New Connection' even though your financial institution is likely already listed in the drop-down box.

    Follow the prompts. Take your time. Make sure to map the account to the correct account number provided by your financial institution.

    HTH -Kevin N.

  3. System closed this discussion on 07 Jul, 2016 07:00 PM.

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