Can I add accounts at investment firms and include them in my budget?

Yes. Log into Digital Banking and select Settings, which is found in the upper right corner under Messages and above Logout. Select Accounts from the menu at the top. Select the Link an External Account button. There are 2 options: External view-only accounts (where you can view balances and transactions only) and External transfer account. You will be required to log into the external account. External view-only accounts will be added to your list of accounts under the heading, "External Accounts." For external transfer accounts (where you can transfer funds to and from this account) two trial deposits will be sent to the external account. You will need to verify the trail deposits before transfers can be made. This process can take up to 3 business days.