CrossFirst Bank Consumer Guide

15

Manual Accounts

You can manually link external accounts to track assets or debts, such as a home or rental property, cash, or credit cards. Adding a Manual Account

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1. Click the Get Started link.

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2. Enter an account name. 3. Use the drop-down menu to select an account type. 4. (Optional) Enter a balance. 5. (Optional) Enter a financial institution.

6. (Optional) Enter an APR. 7. Click the Save button.

Home Page: Manual Accounts