To access your data in the Consumer Portal, take the following steps:
Note: The portal is only available for use with US financial institutions. For customers using Canadian banks, please contact our support team for assistance.
- Log into the Consumer Portal.
- Select the bank account that contains the data or information you’d like to view.
- Follow the onscreen instructions and enter your normal bank login credentials when prompted.
- On the left side of the Home page, select Account Settings to view your account settings information, or Transactions to view your transaction data.
Note: The portal is only available for use with US financial institutions. For customers using Canadian banks, please contact our support team for assistance.