How to Add an External Account to Online Banking

This is where you'll be able to see and manage any external accounts you've added in the past.

Account Type - choose if the account is a Checking or a Savings

Account Description - Add a name you'll recognize. Ex: "Bill's Bank of America Checking"

Account Number - Enter the account number of your external account - find this in that account's online banking, checks, or by contacting your institution.

Routing Number = Enter the routing number of your external bank or credit union. This can usually be found on the institution's website.

Your external account has been added, but will still be pending for now. You'll need to login and confirm the microdeposits made to your external account to finalize it. It may take up to 2 business days for those deposits to go through.

You're done for now, but remember that your account isn't available for use yet.

In Sierra's online banking, navigate back to the External Accounts page from the main menu

All your external accounts will be listed here, along with their details and a "Verified" or "Unverified" status.

If your account is "Verified", you're good to go!

If an account is "Unverified", continue these steps to complete verification.

Open online banking for your other institution. Find the two small deposits amounts in your transactions.

Back in your Sierra online banking, click the drop-down button on your unverified external account. You'll see spaces to enter two amounts. Enter the microdeposit amounts you found in your other institution's online banking.

Tip: You can also re-name your external account here if you wish

Click "Verify" when complete.

After verifying your microdeposits, you'll need to log out of online banking and then log back in to see your external account(s).