How do I add an account to EasyView?
From the Account Summary page, click on “Add A New Account.” Select the category that describes the account you wish to add (Finance, Communication, etc.), and then the particular sub-category (e.g. Banking, Credit Card, e-mail, etc.). Then select from the list of sites to find your account provider to add to EasyView.
From the Account Summary page, click on “Add A New Account.” Select the category that describes the account you wish to add (Finance, Communication, etc.), and then the particular sub-category (e.g. Banking, Credit Card, e-mail, etc.). Then select from the list of sites to find your account provider to add to EasyView. For example, under the category “Finance”, HSBC Businesses are listed as follows: Under Internet Banking • Deposits (checking, savings, CDs) • Credit Cards • Investments • Loans/Home Equity • Mortgages Under the Online Brokerage/401(k): • HSBC Online Brokerage • Customer 401(k) • Employee 401(k) (Thrift Incentive Plan – TIP) If a provider is not listed, you can “suggest that an account be added” by clicking “Create a custom account”, then providing the URL (web address) of the provider you would like to suggest. You can create a custom account for accounts you cannot access via the Internet, for personal property such as jewelry or real estate, or if you simply want to c
