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Resource Center

View personal banking resources and calculators from Cadence Bank to help you streamline the way you manage your money and improve your financial health.

How do I add an account?

 

Open Accounts and click on the + icon. Type the name of your institution to search our database, then select the correct option from the list and enter your login credentials. If your institution is not supported, you can add and manage your accounts manually. This will require that you periodically edit your account to update the balance.

 

See How do I edit an account? Entering manual transactions will also update your balance accordingly. Also see How do I add a transaction?

 

I added my checking and savings accounts from another financial institution. Why didn't my loans and other accounts import as well? It depends on the institution, but you will usually need to add each account separately. This means that if you have three accounts with an institution, such as checking, a loan and a credit card, you will need to enter your login credentials for that institution for each account.




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