2 Replies Latest reply on Jun 3, 2018 2:50 PM by Ken Flerlage

    Connecting to Multiple Bank Accounts

    Robert Mercer

      Help! Is anyone aware of how to connect to multiple bank accounts such as Citibank, Bank of America or even financial institutions such as Ameriprise, eTrade? I'd like to create a view that pulls banking activity in from multiple main stream banks,etc so I can get complete picture of my accounts.

      Please advise if you have done this before. Thanks