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How to Connect your External Accounts

Integrate your external accounts at other financial institutions so that you can manage all of your finances from your online banking dashboard.
 

With online banking, you can connect your accounts at other financial institutions and access all of your accounts in one place. Setting up external transfers allows you to transfer money hassle-free between your Alltru accounts and accounts at other financial institutions. You can also set up recurring automatic transfers from one account to another at any time. There is no limit to the number of external accounts you can add to your online banking dashboard. It’s free to connect your external accounts and easy to set up.

IMPORTANT – Add your external accounts for two purposes:

  • Transfers: this allows you to transfer funds to and from your Alltru accounts and accounts at other financial institutions.
  • Aggregation: this allows you to view your external accounts on your online banking dashboard to monitor funds, but they’re NOT available for transfers.

To set up external accounts:
 

Step 1: Log into your online banking account.

Step 2: Once in dashboard, under ‘Link External Accounts’ select Get Started on the right-hand side.

Step 3: Follow the prompts and select Get Started. Begin by choosing your financial institution using the searchbar and typing in the Institution Name (see below photo).

Step 4: Next, you will need to fill in your account information for your selected financial institution.


That’s it! Once your information is verified, your account information will be added to your Alltru account dashboard and found under External Accounts where you can access online anytime.

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