Bank Forward Personal User Guide

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Home Page Manual Accounts

This feature is available to consumers. Manual Accounts allows consumers to add manual accounts to My Money to get a clearer picture of their Net Worth. You can add or edit assets and debts such as your home value, cash on hand or outstanding loans.

Adding a Manual Account

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1. Click the Get Started button. 2. Enter an account name. 3. Use the drop-down menu to select an account type. 4. Enter the required information. This will vary depending on the type of account chosen. 5. Click the Save button.

Home Page: Manual Accounts