Creating Envestnet Bank Connections

Bank connections store the details of each bank account you have connected to using Envestnet FastLink.

You must manually link each bank connection to a bank account in Accounting.

To create a new connection to a bank or other financial institution:

1. Log in as the dedicated Envestnet integration user.
2. Click the Bank Connections tab and click Connect Bank with Envestnet. The FastLink account selection page displays. For more information about FastLink, see the Envestnet documentation.
3. Select the bank or financial institution to which you want to connect and enter its login credentials.
4. Do one of the following:
• If you have no logins associated with this bank or institution, click Submit.
• If you have one or more logins associated with this bank or institution, click Add New Login and follow the on-screen instructions.
5. Select the accounts that you want your profile to include.
6. Click either Save & Finish or Save & Link More Accounts.

At the end of this process, the Bank Connections page displays. This lists all the connected bank accounts. You must now link each bank account connection to an existing bank account in Accounting.

Notes:

• An error message displays if the bank connection fails. Details of all attempted bank connections are stored in the bank connections logs.
• If you open a new account with a bank or financial institution for which connections already exist, it will be added to your profile automatically.
• You cannot create a bank account connection manually. You must use the Connect Bank with Envestnet button.