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adding a new financial institution

Steve T Carroll

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If your financial institution is not in the list, you can add it manually. To do that, please follow these steps: Click Accounts menu > Add Account > check Enable online account access > click the Financial Institution drop down menu > select Add New Financial Institution > enter the required information (if you do not know that, you may need to contact your bank, they are the only ones who can provide you with those details) > click OK > OK again to save the changes.

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