Managing Accounts 6 articles and 113 questions found

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  • Organizing and Reviewing Accounts

    Organizing Account Activity To make the most of your HelloWallet account, connect the bank accounts that make up your financial picture (credit c...

  • Viewing Account Summaries

    View your current account balances By Type (Checking, Credit, Savings, etc) or By Bank (listing your accounts by bank names alphabetically). Note: I...

  • Edit Existing Accounts

    To edit an account click Edit next to the name of the account from either the By Type or By Bank Account Summary. The options available to you from...

  • Fix It Messages

    If for any reason HelloWallet loses the connection to your financial institution you will see a Fix It message next to that account name. You will nee...

  • Refresh Accounts

    Each time you log in to HelloWallet, the system will automatically refresh your linked accounts. If you would like to refresh your accounts, click the...

  • Account Troubleshooting

    Having trouble linking your accounts? Tried to ‘fix it’ to no avail? Here are some common account linking problems and their solutions! The Pr...

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