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Our New & Improved "Link an Account"

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  • Our New & Improved "Link an Account"

    Dear Customer,

    Having a 360 degree view of all your finances is the foundation for true financial insight and control.
    To help, we've made linking accounts faster and easier than ever before!

    Our "Link an Account" process will be simpler and more intuitive.

    Search by Financial Institution name, popular accounts or suggested sites based on an analysis of your accounts

    Link One Account from a financial Institution and all your accounts within that financial institution will automatically be linked

    Take Other Actions as your account details are being retrieved

    Add and track accounts from over 11,000 Financial Institutions:
    ∙ Checking and savings
    ∙ Credit cards
    ∙ Investments (Stocks, money market, 401k)
    ∙ Mortgage and HELOCs
    ∙ Mileage rewards
    ∙ Insurance payments
    ∙ Utility payments

    Please note that this feature is being rolled out in phases. The existing functionality will continue to be available till you are migrated to new platform.

    For the users who have been migrated to this new platform, you can start using the feature. Login to MoneyCenter and go to the "Account Summary" tab. Then click "Link an Account" under "Quick Links". The more accounts you link, the more complete your financial picture.

    Yodlee MoneyCenter Team
    Last edited by vijaykumarkp; 02-20-2013, 02:10 PM. Reason: small correction
    Regards,
    Vijay
    Sr.Manager- Yodlee CSS
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