Adding External Accounts to Money Management
Last Review: 11/7/23
Money Management within BayPort's Online Banking allows you to bring in your other financial accounts so you can view all of your accounts in one location!
- Login to Online Banking
- Click the Money Management link in the Manage Money sub-navigation menu.
- The Money Management screen will display within Online Banking.
-Money Management will automatically pull in your BayPort accounts.
To Add an External FI Account
- Click the Search Bar to find a specific savings, loan, credit card or investment account. Note that the URL listed in the search results won't necessarily be the one you typically use.
- Once you've found your institution, enter your UserID, password, and answer any multifactor authentication challenge.
- If an account requires attention, it will display a red or yellow exclamation mark. Click it and follow the prompts to resolve the issue.
- Add a Manual Account lets you add a manual savings, property, investment, etc. account.
Trouble adding an account?
- Check all the available account types listed under an institution when you search. Sometimes mortgage, savings, credit card, etc. accounts are listed separately. You might also have to search for the specific account (i.e., "Bank of America mortgage," as opposed to just "Bank of America").
- Verify your username and password with your institution to ensure your credentials haven't expired. Sometimes signing in can unlock a frozen account connection.
- Turn off complicated security preferences (such as CAPTCHA and picture passwords) on your institution's site.
- Allow your institution to accept third-party access by changing the preferences on their site.
- Make sure you aren't simultaneously logged in to your institution's site on another tab or browser.
- Make sure the software isn't waiting for your response to a security question.
- If a connection breaks, you may have to enter your credentials again.