Independence Bank Digital Customer Guide

24

Adding an Account to Personal Financial Manager Your Independence Bank accounts are automatically linked to Personal Financial Manager. You can also aggregate your external accounts. For more information about Personal Financial Manager go to page 44.

1

2

3

4

1. Click the Personal Financial Manager 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

Accounts: Adding a New Account linking an account.