You can add accounts here from more than 12,000 additional financial institutions. You'll go through a short one-time interview where we ask you for your sign-in information for your account at that institution.
You can add an outside bank, credit union, credit card or investment firm from the Money Management page by clicking on the Add an Account button on the right side of the page. Just start typing in the search field, select the name you want, enter your sign-in information then follow the on-screen instructions to add the account.
These are the account types you can choose from most financial institutions:
- Checking, CD, Money Market, Savings - These are accounts where you can hold money. (A CD is a certificate of deposit.)
- Credit Card, Mortgage, Loan, Line of Credit - These are accounts where you can owe money. (A line of credit is a loan for a fixed amount that you can draw on at your own pace.)
- Taxable Investment, Tax-deferred Investment - In investment accounts, you can hold securities like stocks, bonds, and mutual funds and cash reserves.
In a tax-deferred investment account, money can grow without being taxed until it's withdrawn. Some examples are retirement accounts like 401(k), 403(b), IRA, Keogh, and SEP accounts and college funds like 529 plan accounts.
If an investment account isn't tax-deferred, choose Taxable Investment for its type.
Please note that with investment accounts, you won't be able to see every detail of your holdings in each security; you can only track some limited transactions and your balances.