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My Portfolio

What is My Portfolio?

My Portfolio is a free service to Online Banking customers that provides the ability to consolidate, categorize transactions and manage your online accounts from multiple financial and non-financial institutions in a single place in Online Banking. Accounts such as other credit cards, investments and rewards can all be accessed from My Portfolio.

What can I do with My Portfolio?

With My Portfolio you can:

• See all your accounts in one place, even from other financial institutions
• Calculate your entire net worth
• Create a budget online to track your spending
• Keep track of transactions by category, like gas or groceries
• Analyze your spending and savings patterns with easy-to-read graphs and charts

What does it cost to use My Portfolio?

My Portfolio is a free service accessed through Online Banking.

Do I need any software to use My Portfolio?

You don’t need to download or install any special software. If you have a Bank of America account and Online Banking, you have My Portfolio.

How do I access My Portfolio?

To use My Portfolio, sign into Online Banking and select the My Portfolio tab from your Accounts Overview page.

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