Smart Banking - Real Time Balance
How do I Enable the Real-Time Balance?
This feature is enabled just like every other Smart Banking Feature.
If the Smart Banking Features does not have a check-mark next to the Real-Time Balance, follow the upcoming steps.
1. Click Portfolio then Banks. Select one of the banks listed above.
2. Click Actions then Edit Bank.
3. Click the icon to enable the feature.
4. Enter your banks page Username & Password, then click Save.
For information regarding the credentials, reach out to your Bank Representative.
The information requested may vary between banks.
5. If enabled, the Real-Time KPI will be available on the Bank Account page.