Copilot

How to create a new connection, add new accounts to an existing connection, or connect a second set of credentials with the same institution

Adding and Managing Connected Accounts

Learn how the color-coded dots in your credit card accounts reflect your credit utilization

How to mark an account as closed or hide an account

Learn how to track all your assets in Copilot

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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