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Managing Connected Accounts
What does the Hide Account option do and how do I use it?
Sometimes when you connect MoneyBrilliant to your bank or financial institution you will have accounts that you don’t want included in MoneyBrilliant. An example might
How do I put a nickname on my account or change the account type?
MoneyBrilliant allows you to rename your accounts by providing them with a “nickname”. You can give your accounts a nickname by accessing the Edit Account
What does the Close Account option do and how do I use it
When you close an account at your bank or financial institution often MoneyBrilliant will detect the account closure and update your MoneyBrilliant account automatically. When
How do I view my Super and Investment holdings?
From your Accounts Screen, select the superannuation or investment account that you wish to view. Mobile: At the top of your screen, you will see Transactions and Holdings. Click
How do I update my account credentials? (video)
Click on the link below to watch a short video on updating your account credentials in MoneyBrilliant Help.