UMB Digital Banking User Guide

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Linking an Account You can add or link your external accounts (accounts you hold with other financial institutions) to help you calculate your net worth, set budgets and goals, and use other tools within Money Manager.

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Click the Money Manager tab . Then click the

icon on the left side of the

screen and select Link Account . 1. Locate your financial institution using the list or the search bar. 2. Enter your ID and password. 3. Click the Connect button to finish linking an account.

Note : Because information regarding your linked accounts is retrieved from the websites of other financial institutions, UMB is not responsible for the timeliness, accuracy or availability of the information. If you have a dispute or question about any transaction on a linked account or about balance information for a linked account, you should contact the financial institution where you maintain the account.

Money Manager: Initial Setup