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How to add accounts after Setup
How to add accounts after Setup

Forgot to add an account during setup? Want to add new accounts? No problem, just follow these steps.

Eric Zhong avatar
Written by Eric Zhong
Updated over 4 months ago

To add an account in WizeFi after the setup phase, go to the Accounts tab on the left side of the screen.

Now, click on the Add Accounts button on the upper right. You can either connect your bank accounts directly from the institution or add accounts manually.

Follow the steps to connect your account or create it manually.

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