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What do I have to input into FinanceLogix for it to aggregate my accounts?

April 26, 2017accounts aggregate financelogix input

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What do I have to input into FinanceLogix for it to aggregate my accounts?

1 Answer

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FinanceLogix needs the user ID and password you use to access your financial institution online. If the financial institution requires additional verification such as security questions or activation codes you will need to input these as well. Do not worry, your information is protected, FinanceLogix does not store your user name and password.