How do I access my data in the Consumer Portal?

To access your data in the Consumer Portal, take the following steps:
  1. Log into the Consumer Portal.
  2. Select the bank account that contains the data or information you’d like to view.
  3. Follow the onscreen instructions and enter your normal bank login credentials when prompted.
  4. 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.
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We’re here for you 24/7 via chat, text, email or by requesting a call back.

Contact our support team

We’re here for you 24/7 via chat, text, email or by requesting a call back.