Adding New Accounts 2 articles and 266 questions found

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  • Adding Manual Account

    When adding a manual account, there are only 3 options for the TYPE of account. I have an investment account ...

    1 Agent Answer 0 Community Answers Mar 01, 2016 11:41AM EST
  • Alliant Credit Union accounts are not added.

    Hello HelloWallet, My alliant credit union accounts are not added in both mobile app and website. It was not...

    1 Agent Answer 0 Community Answers Feb 21, 2016 11:38PM EST
  • Refreshing Accounts

    Hi! I'm relatively new to Hello Wallet and I heard about it through my job. I currently have 7 account...

    1 Agent Answer 0 Community Answers Feb 19, 2016 09:01PM EST
  • removing acct

    my minor sons name is on my acct, not as a signer, nor can he take money out of my acct,,, its just "blen...

    1 Agent Answer 0 Community Answers Feb 16, 2016 11:20AM EST
  • refusing card

    On trying to get loan had to use card number now use are refu sing card saying been used on another site vis...

    1 Agent Answer 0 Community Answers Feb 02, 2016 02:18AM EST
  • Add secured credit card account linked to my checking account

    I have a joint checking account with several savings accounts and a secured credit card through my credit unio...

    1 Agent Answer 0 Community Answers Feb 01, 2016 12:42AM EST
  • Adding Morgan Stanley Corporate Benefit Access Account

    I want to add my Morgan Stanley stock plan connect account to HelloWallet, but it asks for a RSA SecurID PIN w...

    1 Agent Answer 0 Community Answers Jan 17, 2016 01:28PM EST
  • CASH, Really??

    No cash account....some people should avoid from credit cards anyway...and only use cash. Please get a CASH a...

    1 Agent Answer 0 Community Answers Jan 16, 2016 08:17AM EST
  • Linking to Navient account

    This would be an awesome tool to use, but I can't link to Navient for my student loans. I can't pos...

    1 Agent Answer 0 Community Answers Jan 09, 2016 10:59PM EST
  • How can I archive old accounts?

    I have a lot of old accounts which were closed long ago. How can I archive them so i they don't overwhelm...

    1 Agent Answer 0 Community Answers Dec 25, 2015 08:31PM EST
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