Assets Module Walk-through

You will receive email with link to click through and gain access your profile to be able to link your financial asset accounts.

Next, you will generate a unique password to access your profile.

Upon login, you will then click the Assets button, and Start Now on the next page, to begin linking your financial asset accounts.

We use Plaid to link customer financial asset accounts, so the you must click the Continue button to agree to their terms of service.

Next, the you can click on any of the logo buttons of most popular banks/institutions or search for your bank/institution using the search bar.

Once you have found your bank/institution and click through you will need to enter your account credentials the exact same way as you would at that banks/institutions website.

Once credentials are successfully submitted, click Continue and all accounts from that bank/institution are linked. Here the you will be allowed to deselect any accounts that you wish not to be included in your asset report. (Ex. kids savings and/or checking accounts)

Once satisfied with the selected accounts, you click the Continue button to submit the accounts for reporting.

On the next page the you will see that your bank/institution was successfully Linked and can choose to "Add Account" which will take you back to the bank/institution search and selection screen to add additional banks/institutions, or you can click the Submit button to process all linked accounts for reporting.

Upon successful submission the you will be redirected back to the FinCertify portal where you'll see that "Assets" is now marked with a green check, as completed.

Lastly, the you will click on your name in the upper right and select "Log Out" from the list to close the session and log out of the portal.