Product FAQ

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

How Can I View My Login Credentials for Sites that I have Linked to Finovera?
There are two ways to view your login credentials for the accounts you have linked on Finovera: From the Accounts Page: Select an account from the Acc...
Mon, 1 Oct, 2018 at 4:39 PM
Is There a Way to Upload Bills for Manual/Offline Accounts?
As statements/ebills do not get automatically downloaded for manual and offline accounts, you can manually upload bills to your manual/offline accounts as f...
Tue, 2 Oct, 2018 at 1:40 PM
How Can I Upload Bills/Statements for Online Accounts?
There are two ways you can upload bills/statements for your Online Accounts: From the Accounts Page: On the Accounts Page, select an ac...
Fri, 1 Apr, 2016 at 3:25 PM
How Do I Auto-Login to My Accounts?
To auto-login into your accounts, you can go to the Accounts page and select an account from the left. At the top of that account, you will see a “Login N...
Tue, 29 Mar, 2016 at 1:11 PM
How long will Finovera continue to update my accounts?
As long as your Finovera account is being accessed regularly, it will continue to be updated.  If a Finovera account is not accessed for 30 days or more, up...
Mon, 2 Apr, 2018 at 2:34 PM
How Can I Get Rid of a Duplicate Account?
If you see a duplicate account showing for one or more of your accounts, you can merge the accounts together by doing the following: Click on the Accou...
Mon, 15 Oct, 2018 at 10:51 AM
Can I Get Alerts Sent To My Phone?
Finovera can send Push Notifications alerts to your phone. In order to receive Push Notifications alerts, do the following: First, you must download th...
Mon, 15 Oct, 2018 at 10:52 AM
Does Finovera Temper with my Existing Bill Pay Settings
No, Finovera does not temper with any existing bill pay settings you have set up through your billing account sites and bank account sites. On Finovera, use...
Mon, 15 Oct, 2018 at 10:54 AM