Bank accounts
Access your bank accounts, monitor balances, and review transaction history
Introduction
The Bank Accounts section provides comprehensive access to all your financial accounts configured within LYNKS. This section is divided into distinct areas: cash accounts for monitoring payment accounts and balances, transaction history for reviewing all incoming and outgoing transactions, and securities accounts for tracking investment portfolios.
Whether you need to check account balances, review transaction details, access bank statements, or monitor securities positions, the Bank Accounts section consolidates all account-related information in one accessible location.

Bank accounts menu navigation
Monitor account balances, track balance evolution, organize accounts into groups, and access bank statements
View all incoming and outgoing transactions, search and filter transaction data, and download payment confirmations
Monitor securities portfolios, track performance and risk analytics, and access investment reports and statements
Updated 5 days ago
