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How do I add my primary residence?

Learn how to add an account if your own your own home in the WizeFi mobile app.

Written by Jordan Allen
Updated over 2 weeks ago

Note: If you own your own home (primary residence), then there are two accounts to input into WizeFi–your mortgage and your asset. Your mortgage is the debt you owe on your home. As you pay your mortgage, you're technically buying equity in your home, slowly working towards owning 100% of your primary residence. Therefore, your house has two accounts.

Instructions for adding a primary residence mortgage account and a primary residence asset account (after setup phase):

  1. Go to the accounts page in the mobile app.

  2. Click the '+' in the upper right-hand corner.

  3. Click 'connect bank' and follow the prompts to find and sync your mortgage account.

  4. Click the '+' in the upper right corner again.

  5. Click 'Add Manual Account'

  6. Click Investments and Retirement.

  7. Click Residence Property.

  8. Enter your information into all fields and click save in the upper right-hand corner.

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