Enter your account balance
- In the Name your account field, enter a name for the account.
- Enter the ending date for the statement, and the balance.
- If you are entering information from a paper statement, enter the statement ending date and the statement ending balance.
- If you are entering information from your financial institution's website, enter the date your account information was posted on the website (usually today or yesterday) and enter the website's balance.
- Click Next Step.