Explore FAQs

The following steps may help:

1. Try searching for the URL instead of the name.

2. Make sure you are entering the name correctly. (i.e. Wells Fargo not Wellsfargo)

3. Instead of searching for the generic term 'Master Card', search for the issuer listed on the back of the card.

Here are a few tips that might help:

• Answer as many questions as you put on file when you registered with your financial institution.

• The number of questions you need to answer may be less than the number of form fields displayed on the page.

• For some financial institutions, the questions and answers need to be in the exact same order as they are listed on your financial institution site.

• If you've forgotten the questions, you can try logging into the online banking at your institution's website or calling their online banking support, to retrieve them.

• Answers to these questions may be case-sensitive. i.e. 'Cat' will work, while 'cat' will not.

Our new online banking tools bring all your accounts and financial information into one place and offers new budgeting and spending tools to help you stay on top of your finances.

With Insights PFM (Personal Financial Management), you can:

• See your transactions automatically categorized and graphically displayed in the account summary page.

• Change and/or exclude transaction categorizations from your spending analysis.

• Create and manage budgets based on your spending habits.

• See all your accounts in one place by linking accounts you hold at other financial institutions.

• Add assets and liabilities (e.g. car, home, or even money under the mattress) so you can see a more complete picture of your finances.

• Create account groups so that transaction history and spending analysis for related accounts can be viewed together.

• View your spending and budgets using Online Access and our Mobile app.