How to Link a Bank Account on The Nest Egg Portal
9 steps
Hellonestegg
1
Click the "Guide Me" button next to this link to be brought to the login screen for Nest Egg with these instructions <https://portal.hellonestegg.com/user/login>.
2
Enter your Username and Password then click "LOGIN" *(**Your username is different from your email address)***
3
Once logged in Click "Menu"
4
From the menu select "Manage Bank Account"
5
On the Manage Bank Account screen click "LINK BANK ACCOUNT". ***(If you have a bank account linked already you will need to unlink the account first before linking a new account)***
6
You will need to click the continue button on this screen to advance to the banking provider selection screen.
7
You will then need to select the banking provider for the account you are linking, and log into your online banking account
8
Once you log into your online banking your account should be linked.
9
Then you will need to log into your online banking. Once you have logged in your account will be linked.
How to Link a Bank Account on The Nest Egg Portal
9 steps
Hellonestegg
1
Click the "Guide Me" button next to this link to be brought to the login screen for Nest Egg with these instructions <https://portal.hellonestegg.com/user/login>.
2
Enter your Username and Password then click "LOGIN" *(**Your username is different from your email address)***
3
Once logged in Click "Menu"
4
From the menu select "Manage Bank Account"
5
On the Manage Bank Account screen click "LINK BANK ACCOUNT". ***(If you have a bank account linked already you will need to unlink the account first before linking a new account)***
6
You will need to click the continue button on this screen to advance to the banking provider selection screen.
7
You will then need to select the banking provider for the account you are linking, and log into your online banking account
8
Once you log into your online banking your account should be linked.
9
Then you will need to log into your online banking. Once you have logged in your account will be linked.
