Skip to main content

Adding Manual Accounts

Adding Manual Accounts

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.

 

To add an account, do the following:

  • Navigate to the home page and scroll down to the Add a Manual Account tile

  • Click or tap Add a Manual Account

    Add a Manual account tile
    Add a Manual Account tile
  • 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

Cathay Bank

Email communication is not secure

Please do not include sensitive information such as account numbers or other personal information such as Social Security or Tax Identification numbers, driver’s license numbers, etc. in any email sent to us via this link.