Then click the Alerts & Options link on the Overview page and find the Bill Reminders section on the page. Set the number of days ahead you want to see the reminder, check whether you want an email reminder or just see the reminder on the Overview page (or both).
If needed, scroll up to the Email section and enter your email address (if you’ve chosen to receive the reminder by email). Then click the Save button at the bottom of the page to save the settings.
You can add accounts to FinanceWorks from more than 18,000 additional financial institutions. You'll go through a short one-time prompt where we ask you for your sign-in information for your account at that institution.
You can add an outside bank, credit union, credit card or investment firm using the search field at the top of the Accounts list at the upper left of the Overview page. Just start typing in the search field, select the name you want, enter your sign-in information then follow the on-screen instructions to add the account.
Below are the account types you can choose from most financial institutions:
The following information applies to all financial institutions except Wells Fargo.
If you change your password at one of your outside financial institution's websites, you need to change it in FinanceWorks, too. Otherwise, we won't be able to refresh your account.
Important: Also, if your password is left invalid for too long in FinanceWorks, you may get locked out of your financial institution's website. This can happen if your financial institution interprets our daily updates as invalid access attempts.
Click here for a complete list.
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