Great NorthWest Federal Credit Union Your All-Inclusive Guide to Online Banking

81

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.

1

5

2

4

3

Click the Insights tab and select Budgets . 1. Click the icon and select “Link Account.” 2. Click the Next button.

3. (Optional) Enter your mobile number and click the Next button if you would like Finicity, a Mastercard copany, to quickly and securely access your saved accounts.

4. To manually add an account, click the “Maybe later” link. 5. Locate your financial instutution using the search bar or list. 6. Log into your account.

Insights: Initial Setup