Accounts and connections

    How do I review an account's details?

    Open an account to see its summary, transactions and available information.

    Guide based on the current Rank beta

    Account details bring together the balance and transactions linked to an account. Some account types show additional information such as credit, loan or investment details.

    How to do it

    1. 1Open Accounts.
    2. 2Select the account row you want to review.
    3. 3Review the summary and change the history period when available.
    4. 4Review the transactions linked to that account.

    Keep in mind

    • If there is no data for the period, try a wider date range.
    • If you see Account not found, return to Accounts and confirm that it was not deleted.

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