INSBANK Retail Guide

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Adding an Account to INSights Your INSBANK accounts are automatically linked to INSights. You can also aggregate your external accounts. For more information about INSights go to page 45.

INSights

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1. Click the INSights button. 2. Locate your financial institution using the list or the search bar. 3. Select an account type. 4. Enter your user ID and password, and click the Connect button to finish

linking an account.

Accounts: Adding a New Account