Product FAQ

Looking for answers? Most questions can be answered quickly using Frequently Asked Questions.

My Bills Are Showing Overdue but I Have Already Paid Them. How Do I Mark a Bill as Paid?
There are two ways you can mark bills as "Paid" on Finovera. From the Home Page: Click the menu arrow (located to the righ...
Mon, 28 Mar, 2016 at 2:17 PM
Why Am I Not Receiving My Alerts?
If you are not receiving your alerts, it is probably because they have not been enabled.  You can check and update your Alert settings for an account as ...
Mon, 28 Mar, 2016 at 2:25 PM
How Do I Disable or Hide an Account If I Have Multiple Accounts within a Provider?
You may have many accounts with one Provider and some of them may not be active.  You can disable accounts that are no longer active.  This is especially...
Mon, 28 Mar, 2016 at 2:31 PM
Several of My Bills are Auto Pay, But They Are Not Showing up in Finovera as Auto Pay. How Can I Mark These As Auto Pay in Finovera?
If an account does not show up as Auto Pay when you link it to Finovera, you can update the bill settings to identify it as being an ‘Auto Pay’ account. ...
Mon, 28 Mar, 2016 at 2:38 PM
How Do I Delete a Provider from My Finovera Account?
You can delete a Provider that you have added to your Finovera Account as follows: Select the Accounts Page  Select the Provider that ...
Mon, 28 Mar, 2016 at 2:44 PM
How Do I Nickname an Account on Finovera?
Here are the steps for nicknaming your accounts: Click on the Accounts Page Select an account from the Accounts list If the Provider contains more than ...
Wed, 28 Feb, 2018 at 10:18 AM
What Do I Do If I Forget My Finovera Username and/or Password?
Your Finovera login ID is your email ID.  If you don’t remember your password, use the “I forgot my password” link on the login page to reset it. 
Sat, 26 Jul, 2014 at 8:00 AM
How Do I Download a Packaged Archive of All Documents for an Account?
Here are the step for doing a mass download of all documents for an account: -Click on the File Cabinet page -Depending on the account type for w...
Mon, 28 Mar, 2016 at 3:02 PM
How Do I Turn off/on Alerts for a Specific Account?
You can selectively turn Off or On the alerts for your accounts by doing the following: Click on the Accounts Page Select the Provider f...
Mon, 28 Mar, 2016 at 3:11 PM
How Do I Change My Finovera Password?
To change your password to your Finovera account, do the following: Click on Settings in the top-right corner of Finovera In the Finovera...
Mon, 28 Mar, 2016 at 3:17 PM