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Updating Credentials for a Financial Account or Institution
Updating Credentials for a Financial Account or Institution
How to update your login credentials if you change a password for your bank login.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

If you change your username or password for your bank or other institution you'll need to update the login via the Account Summary on the Tiller Console in order for Tiller to continue pulling your bank data.

  1. Scroll down to the Account Summary

  2. Click "Connection > Edit Credentials" for the institution that needs updated credentials

  3. The Account Update page will update

  4. Enter the new username or password

  5. Click the “Update” button to save the new credentials. 

Tiller will resume gathering your transaction details. At this point you can click “close” and you’ll be returned to the Tiller Console.

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