Link multiple accounts from same institution
complete
X
Xanthic Bass
My wife and I both have accounts from the same institution, say Fidelity. Would be great to be able to link both accounts to track investments and net worth rather than needing to pick one.
O
Olivia
marked this post as
complete
Hey Dong, thanks for reaching out! You can currently do this in Copilot. We share a pop-up when you attempt to connect an institution you've already connected. You can read the pop-up, then confirm and re-tap on the institution to connect.