1. While in the NetStaff CS tab of the navigation pane, click the Account Aggregation link.

   Note: If you don’t see this link, you don’t have access to Account Aggregation.

2. Click the Add Account icon.
3. Enter the account name.
4. Select the appropriate financial institution from the drop-down list.
5. Text appears below the Financial Institution field to explain additional steps you may need to take. Additional steps often involve completing or updating registration information on the institution’s website.
6. Complete the fields that appeared after you selected a financial institution. These fields vary by institution.

   Note: If the financial institution requires you to enter security questions, a set of Security Question and Security Answer fields appears here, and you can click the Add Security Question button to add more question and answer fields. You must add as many sets of questions and answers as you created on the financial institution’s website and the text must match exactly; the question and answer text does not transfer from the institution’s website, so you must copy and paste or type the question and answer text.

7. In the Portfolio field, select the portfolio in which the account should appear.
8. Click Save.

Related topic: Account Aggregation overview

Was this article helpful?

Yes No

Submit