Aggregating Your Accounts in Desktop

Learn more about our new Online and Mobile Banking platform!

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[Narrator] With the account aggregation feature, you can link all your other financial accounts into your CU SoCal digital banking account for streamlined financial management. To get started, go to the link account section of your dashboard and click the get started button. Read the aggregation disclosure and click the I agree button. Review the instructions and click the get started button. Select your financial institution from the list or click manual accounts or real estate to enter it manually. Enter your online logging credentials for your other account and click the submit button. Complete the multifactor security authentication with your other account. It takes a couple minutes to complete the linking. You can click the close button and return later once the linking is complete. After you link your other bank accounts, they are visible on your dashboard in the external accounts section. You can also see transaction history for those accounts in the view accounts widget, and you can include them in your spending history in the financial wellness widget.

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Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.


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