π οΈ Step 1: Navigate to the Connection Details Page
Log into the app.
Go to Connections in the menu.
Click on the connection you want to manage. This will take you to the Connection Details Page.
π Step 2: View and Manage Your Accounts
In this section, you'll see a list of all accounts associated with your connection. Each account will display:
Account Name
Account Balance
Account Status (active or inactive, which is editable)
π§ Step 3: Activate Accounts
Since all accounts are inactive by default after setting up a connection, you need to activate the accounts you want to include in your slots and display in the cockpit.
Find the accounts you wish to activate.
Click the toggle switch next to the account to make it active. Once activated, this account will count as a slot within your subscription plan and will be visible in the cockpit.
Alternatively, you can click the Enable All button to activate all accounts within that connection.