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Better Finances for a Better You

Link Investment Accounts

1 It's easy to link all your accounts to Neontra. Sign in to your Neontra account and select "My Money" in the left hand navigation menu
2 Select the "Investments" tab, and click on the "Add" icon
3 Select "Connect (requires authorization)"
4 Click on your Financial Institution icon, or you can search for your financial institution by name and authorize a secure connection.
5 Verify and review the next steps and enter the credentials for the selected account.
6 In minutes your information will be synchronized with Neontra.