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TekPortal Features: Account Summary

With TekPortal, your customers can view and manage all of their online accounts — including bank accounts, credit cards, investments, mortgage brokers, e-mail and more — conveniently from one secure web page.

  1. View balance information for all online accounts from one convenient place.

  2. Request on-demand updates to see the latest account information.

  3. Use nicknames to identify accounts more easily. Click on the nickname to view transaction history details.

  4. Auto login to financial institutions for quick and convenient access.

  5. Customers can view total account assets and liabilities to help them manage their net worth. TekPortal groups accounts by type for more convenient viewing and analysis.

    Enroll now.

 
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