Linked Institutions

• You can view all of the financial institutions and accounts you have linked to Card Connect in the Linked Institutions page
• Access the page by clicking the person icon or click Accounts from the menu
• Expand each financial institution to view the accounts associated with that institution by clicking on the caret
• While expanded, the caret will turn into a red ❌  indicating that you can unlink this institution
  • Click the X and follow the prompt if you would like to unlink the institution and all of the accounts associated with it from Card Connect
  • This ability is only available for external institutions you have linked through the account aggregator

Editing Cards

• Enter the Edit Card mode by clicking the gear icon on the Accounts screen in order to customize each account in Card Connect
• You can click the eye button to toggle whether the balance is shown or not
  • For depository accounts (checking and savings), the balance will show the available funds in the account
  • For lending accounts (credit cards), the balance will show the balance owed
• You can customize the color of the account to match your debit or credit card
  • The account icon next to each merchant will update to reflect the color you choose
• When you are finished, click the checkmark to save your changes, or the X to discard them