The manual accounts feature within contextual personal financial management (CPFM) allows you to add additional accounts and assets to your banking home page. You can manually add accounts to help build a complete picture of your financial portfolio in a single, convenient location. This feature is especially helpful if you would like your Net Worth widget within CPFM to include other assets, such as your house or car.
Navigate to the home page and scroll down to the Add a Manual Account tile
Click or tap Add a Manual Account
In the Add a Manual account window enter your information in the following fields:
— Account name
— Account type
— Balance
Note: The fields displayed are dependent on the type of account you would like to add. For instance, if you select Loan under Account Type, fields such as Financial Institution, APR etc., will populate.
Click or tap Save to confirm your changes
In the Success window select Done