Add Account to PFM

To add a new Personal Financial Management (PFM) or External account, click the + next to My Accounts:

Depending on your bank's setup, the following options will appear:

To add a new Personal Financial Management (PFM) account:

1. Key in the company that you are adding. The system will prefill options to choose from; once you find the correct one, select it.

   

2. Based on that company's requirements, credentials will be requested. Follow the prompts:

   

   

To add an external account:

1. Fill in account information.

   

2. Depending on the bank's setup, you can choose Bank Approval or Transaction Challenge for the Verification Method.
   • Bank Approval will be verified by the bank.
   • Transaction Challenge will be completed by the customer.

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