Bank Accounts

Navigate to the Bank Accounts section

Navigate to the Bank Accounts tab

Select Add Bank Account

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Navigate to the Bank Accounts tab

Select the edit icon

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Navigate to Credit Accounts

Select Add Credit Account

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Navigate to Credit Accounts

Select the edit icon

Fill in the required information

Navigate to Manage Connections

Select Add New Connection

Select a provider

Select the select button

Continue connection through the selected provider