Managing Connected Accounts
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
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
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
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
Click on the link below to watch a short video on updating your account credentials in MoneyBrilliant Help.