How do I find more details for a financial institution in Smart Connect?

You can click the Account Name on an expanded financial institution card to navigate to the Account Details page.

When you click on the Financial Institution cards, you will see a list of accounts connected for that institution, their account type and current balance. You can click the Account Name to navigate to the Account Details page to access the transactions and statements for the account.

Your Account Details page will look similar to this:

From this page, you can use the “Bank Institution” and “Account” dropdowns to navigate to other accounts without needing to exit back to the main Smart Connect screen: