Keeping track of countless usernames and passwords for all your financial accounts is a hassle. Not only is it inconvenient to always be logging into multiple websites and apps, but it’s also tough to get a complete picture of your finances from multiple accounts across the web.
Luckily, Digital Banking at WaterStone Bank takes the stress out of managing your money across financial institutions. With the Account Aggregation tool, you can link all of your external accounts and see your full financial picture in one place.
By linking your accounts, you can view detailed transaction information for all your accounts in one convenient place. That includes all your checking and savings accounts, external credit cards, employer 401(k)s, and other retirement accounts.
What are the benefits of linking my accounts?
Linking your accounts in Digital Banking gives you a birds-eye view of your financial situation. It also makes it easier to monitor your spending and stay on budget.
Digital Banking also comes with tools that allow you to create a budget and generate reports to analyze your spending by categories and spot trends. You can easily see when your spending goes up or down and identify where you’re spending the most money. You may even find new opportunities for saving!
How do I link my external accounts to my WaterStone accounts?
Using the Account Aggregation tool, you can link all of your external accounts to your WaterStone Bank Digital Banking account. To get started, log into the Digital Banking platform. Then click “Link Accounts” on the main screen and follow the prompts to add your accounts from other financial institutions.
Once you link your accounts, you’ll be able to view them all right from the homepage when you log in. At a glance you’ll be able to see your net worth, and spending and budget progress, without the headache of logging into multiple sites or apps.
Questions about getting started with Digital Banking? Check out the Digital Banking FAQs and our detailed tutorials. And don’t forget to take advantage of other Digital Banking perks like automated Bill Pay and People Pay for sending payments to other people.