Product FAQ

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

What Do I Do If I Forget My Finovera Username and/or Password?
Your Finovera login ID is your email ID you entered when creating your Finovera account.  If you don’t remember your password, use the “I forgot my password...
Mon, 15 Oct, 2018 at 10:27 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 which yo...
Mon, 1 Oct, 2018 at 1:48 PM
How Do I Turn off/on Alerts for a Specific Account?
You can selectively turn Off or On alerts for your accounts by doing the following: Click on the Accounts Page Select the Provider from the list of Provi...
Mon, 1 Oct, 2018 at 2:09 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
How Do I Change My Email Address?
If you need to update your email on Finovera, do the following: Click on Settings in the top-right corner of Finovera  In the Finovera Pro...
Mon, 28 Mar, 2016 at 3:22 PM
Can More Than One of My Bank Accounts Appear in My Dashboard?
Yes. First you will need to identify which Bank Accounts you use to pay certain bills (Dashboard -> Link Bills -> Save). When you are in your Dashbo...
Sun, 17 Aug, 2014 at 8:50 PM
How Can I Sort My Accounts in a Different Order on the Accounts Page?
You can modify the order of your Billing accounts on the Accounts Page by doing the following: Click on the Accounts Page At the top of your My Bills...
Mon, 1 Oct, 2018 at 2:46 PM
How Do I Filter My Bills on the Accounts Page?
You can filter your bills on the Accounts Page by doing the following: Click on the drop-down menu at the top of your My Bills list Select the Filter ...
Mon, 1 Oct, 2018 at 2:55 PM
How Do I Manually Refresh My Accounts?
We queue all of your accounts for refresh as soon as you log in. However if you notice current data is not displaying for one of your accounts, you can manu...
Mon, 1 Oct, 2018 at 3:33 PM
How Do My Bills Get Filed in My File Cabinet?
You can File your bills away from the Overview Page to your File Cabinet by doing the following: Click on the Overview Page Click on the drop-down men...
Mon, 15 Oct, 2018 at 10:37 AM