Follow these steps when adding new credentials to connect a new institution:

1. Go to the Accounts > All Accounts tab
2. Click Create Accounts > Create Accounts With Credentials
3. Search for and select the institution. Ideally, search for the login link used to access its web site. Click Next.
4. Enter the credential information required by the institution site. Typically the credentials include user name and password, but may include other inputs. Some setup instructions might involve additional steps outside of ByAllAccounts. In those cases, follow any additional instructions via the link at the top of the page.
5. Optionally, click Save and Verify or Save and Authorize to test the credentials to ensure that they can access the selected institution.
6. If the financial institution supports automated account management, a checkbox will be available at the bottom of the screen. Refer to Automated Account Management (AAM) for information about AAM.
7. Click Save and Create Financial Accounts. The system searches the custodian site for available accounts and then shows the number of accounts discovered.
8. Click Save Financial Accounts and Aggregate to import the accounts into ByAllAccounts.

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> If you add new credentials via the Credentials tab instead of the Accounts tab, aggregating the accounts for the Credential is a separate step. For that reason, we recommend adding new credentials via the Accounts tab.

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