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- Choose This account is held at the following institution, and then enter the institution name in the field below.
- If this is a loan, click This is a loan account. (Optional)
- Click Next to advance to the next dialog in the account setup wizard. Follow the on-screen instructions.
Notes
If this is a credit card account, keep in mind that the financial institution may have a different name from the organization that issued the card. For example, many clubs, nonprofits, mileage programs, and so on issue credit cards that are administered by a third-party financial institution. If in doubt, check the name on your monthly statement or call the credit card's customer support number.
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