Moody Bank Personal Online Banking User Guide

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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.

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In the Accounts tab, select an account, then click the Financial snapshot button. 1. Click the icon and select “Link Account.” 2. Locate your financial institution using the list or the search bar. 3. Enter your personal ID and password. 4. Click the Connect button to finish linking an account.

Financial Snapshot: Initial Setup