View external accounts in Advantis Online Banking
See your big (financial) picture including your external (non-Advantis) accounts – such as savings, credit cards, and retirement holdings at other financial institutions. You can make them all visible now – right inside your Advantis Online Banking account!
How does it work? Once you’ve added an external account, the details, transactions, and balances for that account automatically load each time you log in to Advantis Online Banking. You can view them within your Dashboard, Accounts, and Budgets.
Note: Access to your external accounts in Advantis Online Banking is “read only”. You’ll still need to login to your other financial institution’s website to make a transaction or change to your external account.
It’s easy to add an external (non-Advantis) account in Online Banking:
- Login to Advantis Online Banking or our mobile app
- Navigate to Settings
- Click the Accounts tab
- Click the Link an External Account button, and follow a few simple prompts to finish linking your accounts.
Easy, right? Your external account details should load during your next login.