Texas Regional Bank Consumer Online Banking User Guide

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Manage Accounts Manual Accounts

This feature is available to consumers. Manual Accounts allows consumers to add manual accounts to My Money to get a clearer picture of their Net Worth. You can add or edit assets and debts such as your home value, cash on hand or outstanding loans.

Adding a Manual Account

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Click the View all accounts button at the bottom of the accounts list. 1. Click the Create Add account button and select “Create a Manual Account.” 2. Enter an account name. 3. Use the drop-down menu to select an account type. 4. Enter the required information. The information will vary depending on the account type.

5. Click the Save button. 6. Click the Done button.

Manage Accounts: Manual Accounts