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PFM Basics: Link an Account
PFM Basics
Link an Account
PFM can include data from accounts you hold at other financial institutions (FIs).
This might include checking or saving accounts, credit cards, mortages and even
investment accounts.
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Click the
Home
button to n vigate to the Home page.
1.
Click either the
Link Account
button, the
icon or the
Link Account
Box
to link an outside account to PFM.
.
Search for your FI or select from the most common FIs list.
.
Enter your Online ID and password for the account you wish to link to your
PFM. The User ID and password will be from the FI you are linking. Some
additional information may be required from the FI.
4.
Click
Continue.