Accessing multiple personal and business accounts is obviously time-consuming and sometimes tiresome. However, a way exists to circumvent all this and simply access a single site from which you can see all your accounts. It is legitimate, secure and easy to establish.
Check with your current banks to see if any provide an online service called "My Portfolio." Open an account in a bank that does. Bank of America offers that service as well as HSBC Bank, calling it "Easy View."
Access either "My Portfolio" (Bank of America) or "Easy View" (HSBC).
Type in the search box the name of your credit card. If it is "Chase," then the search will display multiple Chase account types. If you have a credit card, check the box against "Chase credit cards." If you also have a checking account, check the box against "Chase Banking."
Click "Add Accounts" or "Next." You must then enter your user ID and password for each account that you are adding for one-click online access. These pages are usually secure so you may confidently enter your user information.
Add your all other bank accounts. You can also add emails and various other accounts, whether for utilities, cell phone and much more. All will be available through one single log in.
The My Portfolio service usually downloads and saves all your account activities. Updates are necessary each time you log in to get the most recent transactions. You can also log in to each individual account to go to the actual website. All you do is click the link next to the account name that says "Go to site" or "Log in." Once you click on it, a new window opens and automatically logs you in to that individual website, making it unnecessary to type your user ID and password.
Keep your My Portfolio account password and user ID secret and secure. Change your password frequently because this is the key to all your accounts. Do not use the My Portfolio service on a public computer. Even at your home computer, delete all your cookies after you log out, and make 100 percent sure that you log out and close the browser you used.
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