Triad Bank Digital Banking User Guide

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Adding an Account to Triad PFM Your Triad Bank accounts are automatically linked to Triad PFM. You can also aggregate your external accounts. For more information about Triad PFM, go to page 36.

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1. Click the Triad PFM button. 2. Click the Next button. 3. Locate your financial institution using the list or the search bar.

4. Click the Next button. 5. Log into your account.

Accounts: Adding a New Account