How do I link an account in the Personal Finance Management tool?

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Follow the steps below:

  • Login to Digital Banking.
  • Click the Link Account box (located below your list of accounts) to link an outside account to Personal Finance Management.
  • Search for your financial institution or select from the most common banks and credit unions.
  • Enter your Online ID and Password for the account you wish to link to your Personal Finance Management. The User ID and password will be from the financial institution you are linking. Some additional information may be required from the financial institution.
  • Click Continue.

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The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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