OnPoint Community Credit Union Retail Guide

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Financial Tools Link an Account

Financial Tools can include data from accounts you hold at other financial institutions (FIs). This might include checking or saving accounts, credit cards, mortgages and even investment accounts.

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Click the Home button to navigate to the Home page. 1. Click the Link Account button. 2. Search for your FI or select from the most common FIs list.

3. Enter your Online ID and password for the account you wish to link to your Financial Tools. The User ID and password will be from the FI you are linking.

Some additional information may be required from the FI. 4. Click the Continue button to finish linking an account.

Financial Tools: Link an Account