Add External Account to View | TAPCO Credit Union - Tacoma & Pierce County

How To: Add an External Account to View

 

View Your Financial Data From Other Institutions on TAPCO's Digital Banking Platform

Follow these steps to connect other bank accounts, credit cards, and investment accounts to our TAPCO Digital Banking dashboard.

Please Note: Connecting accounts to your dashboard is separate from connecting an External Account for fund transfers.

Click the image examples for an enlarged view in a new browser tab.

1 - Blue Tap Connect below your accounts on the dashboard. Add an External Account to View Step 1
2 - Blue Tap Get Started on the “Link Your Accounts” page. (For subsequent accounts to link, this step will not be required.) Add an External Account to View Step 2
3 - Blue Select your external institution. Add an External Account to View Step 3
4 - Blue Enter your login credentials for your other institution and press Submit. Add an External Account to View Step 4
5 - Blue To authenticate your account, enter the security code you receive by text, email, or voice message. Add an External Account to View Step 5
6 - Blue Link the external account(s) you want to view from TAPCO's digital banking. Add an External Account to View Step 6
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