1st SouthWest Bank Online Banking User Guide

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Linking an Account Before you can begin setting up your financial goals, you need to add or link all your accounts, items you own and debts.

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In the Spending Habits tab, click Budgets . Click the icon and select “Link Account.” 1. Click the Next button. 2. Locate your financial institution using the search bar or list.

3. Click the Next button. 4. Log in to your account.

Spending Habits: Initial Setup