View Your Investments

View Your Investments in Online Banking

To get started, follow the instructions below:

1. Sign into Online Banking.
2.  Find Integrations. It will be at the top of your screen in the Accounts view (under the 3 little dots kebab menu in mobile) or in the main header menu, click your “Profile Menu” (or initials if you haven’t uploaded an image yet).
3. In Integrations, you will see your accounts an can toggle them on to add them to your accounts view.
4. Navigate back to the My Accounts page, where you will now see a new dropdown that will display all visible investment accounts.

If you have any questions or need assistance from a Coach, please contact us.