CompassPC®
Frequently Asked Questions
Adding Accounts
How do I add more accounts?
When you need to add more Compass accounts to CompassPC, go to the Manage Accounts tab, and select Add Accounts.
On the Add Accounts screen, you'll be asked for the account numbers for the accounts you want to add, and you'll need to select the account type from the dropdown menu.
Account types you can add to your CompassPC profile:
- CD
- Checking
- Credit Card (including HELOCs)
- Installment Loan
- IRA
- Line of Credit
- Money Market
- Mortgage Loan
- Savings
Once you've completed the list, your request is sent to us in a secure message so that your privacy is protected.
When you log in next time, check your Messages Received in CompassPC for a message from us to see that those accounts have been added. We should be able to add accounts within 2 business days.
