Step 1: Once logged in, from your home page you will see all accounts listed by cash, credit cards, loans etc. – as shown below. You can click on accounts as shown in blue to see all accounts listed. Or you can click on the >’s to see each individual account. You can also click on the +Add button to add any new accounts.
Step 2: If you want to add new accounts click on the +Add button as shown above. You should then see this…
Step 3: Click on “I have an online login to this account.”
Step 4: Once you click on that you should then be allowed to search the institution as shown below.
Step 5: Type in the institution’s name and click search.
Step 6: Once you hit search it will give you a list of options to choose from as shown below.
Step 7: Once you click on the one you want you will enter in your personal username and password for that account. Then connect.
Remember, if you don’t have login information for an account, you can always hit “I don’t have an online login for this account”. This will allow you the option of entering in the account manually.
If you have any problems or questions feel free to call Moriah Boutin anytime at 480-272-7116 or by email at moriah@svwealth.com and she will be more than happy to help!