If you have the upgraded solution, you’d probably want to know how to link your accounts, whether it be student loans, credit cards, bank information, etc.
This is the section where you’d find out how to do that.
1.) Click on ‘Add Account’ on the left hand side of the screen above your Assets and Debts.
2.) Click on ‘Link Account’ on this next screen.
3.) This screen you should see all the different accounts you can link. There’s also a search function so you can type out whatever account you need.
4.) Fill out your credentials and click Continue and your accounts should now be linked.