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Access all of your financial information, from checking accounts and credit cards to mortgages and investments, with ONE Wallet+ in Online and Mobile Banking.
ONE Wallet+, available in Online Banking and through the IB ONE Wallet app, is a tool that allows you to consolidate multiple accounts, including other bank accounts, credit cards, and investment accounts into one place! You can create budgets, manage trends, and even set financial goals!
When I try to aggregate an account from another bank, I get an error.
An account can be added manually if a connection can't be found, but your transactions would need to be updated manually as well.
I didn't receive an email verification notification.
My Independent Bank accounts are loading very slowly.
When I add my external accounts, it is asking me to perform additional validation steps.
Depending on the financial institution, you may be required to provide additional security information every time you retrieve financial information from another bank.
I can't see my account numbers in ONE Wallet+.
Some of the categories of my transactions in ONE Wallet+ aren't right.
The categories in ONE Wallet+ don't match those I am using in ONE Wallet Online Banking.
The balance in my account isn't the same in ONE Wallet+ as it is in ONE Wallet Online Banking.
My other bank account balances don't match what I see when I log in directly to that site.
When I click on the Transactions Tab, it shows all transaction history for all accounts.