Connecting My Accounts

Get HelloWallet up and running fast by safely connecting your bank accounts to the application. The more accounts you add, the more personalized your financial plan will be. 

To connect your bank account to HelloWallet:

  • Navigate to the Accounts tab and select “+ Add Accounts”
  • ​Search for the name, or enter the URL, of your financial institution
  • Enter the login credentials you use to access your account online
  • Click Submit

After you connect your bank accounts, HelloWallet will pull in up to 90 days of transaction history to help you get started.

 
 

 

Note: If you are having trouble finding your bank, try searching by the URL or web address you go to to log onto your online bank site. You can also try typing just the first few letters of your bank name and review the items that return in the search.
 
If we do not support your financial institution, please email our Support Team with the name of the bank and the URL of the bank site. In the meantime, add a manual account to keep track of your activity. ​

hellowallet-support@morningstar.com
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