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Effective October 12, 2023, a new feature will launch in Digital Banking that allows you to link and display external financial accounts on the Digital Banking dashboard. You can link accounts like checking and savings from another bank, credit cards, investment accounts, and loans. This feature gives you visibility to the balances and transactions for accounts from other financial institutions, all within one tool.

No, external accounts will automatically appear on the Digital Banking dashboard, if they are linked in Spending Habits.
  1. Log in to Digital Banking.
  2. From dashboard, at the end of the accounts list, select the account they want to unlink.
  3. Select the gear icon in the top right-hand corner.
  4. Select "Manage your accounts".
  5. Select "Next" on the secure Finicity, a Mastercard company, pop-up page.
  6. Select "Review" under "Bank connections" at the top of the page, then the account you want to unlink.
  7. Select "Remove bank", and then confirm the action.
  8. You can then "Close" the Finicity pop-up page.
  1. Navigate to Spending Habits in the Digital Banking left-hand menu.
  2. Select "Help" from the Spending Habits menu.
  3. Scroll to the bottom of the page and submit a Support Request, selecting "Request to add a financial institution" from the drop-down menu.
Account information updates upon log in, and a time stamp will display on each account. If it’s been longer than three hours since the account information was last updated, manually refresh the app or page.
No. Joint accountholders will not be able to see external accounts under your Digital Banking account login.
No. Linking external accounts allows customers to view account details in one place, but this feature is read-only and not set up for money transfers. Neither the customer nor First Bank & Trust can initiate transfers or action on a linked external account.

Customers can transfer money to and from external accounts through “Transfers” in Digital Banking. Learn how on the Digital Banking Tutorials page under “Add an External Account for Transferring Funds”.
Yes, we use Finicity, a Mastercard company, and an established third-party vendor, for data aggregation services.