- On the homepage, select the link “+Add Account”.
- Select “I have an online login to this account” and enter the name of your institution in the search bar.
- Select the corresponding link and follow the remaining steps. It should take you to the page where you normally log on to your account.
- If you are unable to digitally link a particular account or policy, choose the “I do not have an online login to this account.” Then follow the steps to add the account manually.
*if you find the software having trouble adding/reconnecting accounts on your mobile phone, try using a desktop instead!