View Your Investments in Online Banking
To get started, follow the instructions below:
- Sign into Online Banking.
- Find Integrations. It will be at the top of your screen in the Accounts view (under the 3 little dots ︙in mobile) or in the main header menu, click your “Profile Menu” (or initials if you haven’t uploaded an image yet).
- In Integrations, you will see your accounts an can toggle them on to add them to your accounts view.
- Navigate back to the My Accounts page, where you will now see a new dropdown that will display all visible investment accounts.
If you have any questions or need assistance from a Coach, please contact us.
