It depends on the institution, but you will usually need to add each account separately. This means that if you have 3 accounts with an institution, such as checking, a loan, and a credit card, you may need to enter your login credentials for that institution for each account
I added my Checking and Savings accounts from another financial institution. Why didn't my loans and other accounts import as well? Print
Modified on: Fri, 7 Feb, 2020 at 12:31 AM
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