How do I add an account?

Click the three dots in the upper right corner and select “Link Account,”or go to the Accounts page and click the plus sign in the lower right corner.
Enter your financial institution’s name into the search box. Check the URL associated with the institution to make sure it is where you normally access your account(s).
Accept the terms and conditions.
Enter your login information EXACTLY as you would when logging into your financial institution directly and click ‘Secure sign in.’
Select the account(s) you want to add.
Review your selection(s) and click Submit.
If you receive an error message:

First check that your login credentials are correct and are still working directly on the institution’s website.
If you are still unable to add your account, please contact us. Be sure to provide the following information:
- The name of the financial institution you are trying to add
- The website (URL) used to access the account directly

Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.