You can add your Nest Egg investment account to Money Management, our free financial management tool available in Personal Online & Mobile Banking, to view your Nest Egg account balance and history.
- Log into your Personal Online & Mobile Banking account and select Money Management in the menu.
- Select +Add an Account and search “Nest Egg”. Look for the green egg icon.
3. Enter your credentials to connect your Nest Egg investment account to Money Management.
4. Wait for your Nest Egg investment account to connect.
5. If your Nest Egg investment account connected successfully, you’ll receive a confirmation.
6. Your Nest Egg Investment will automatically categorize as an Investment account in your Money Management tool. You can then view your balance and history by selecting your Nest Egg investment account in your Money Management account list.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Bank Deposit
Can't find what you're looking for? Contact us.