Where can I view my saved bank information for my linked bank account for Open Banking?

To view your saved bank information for your linked bank account:

  1. Login to Client Portal
  2. Select Transfer & Pay followed by Saved Information
  3. You will see your various saved bank accounts listed on this screen. Click your newly established linked bank account to view your saved information.


Additional Information

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How do I withdraw funds using Open Banking?
Where can I see information about deposits held and interest paid using the Insured Bank Deposit Sweep Program?