03.1 Creating Connections

You can create connections using a browser or the FileThis mobile app. Some connections will require validation.

Creating Connections Using a Browser

This process offers bank level security and your personal information is completely protected. To get started setting up connections to your online accounts:

1.    Click the Connections tab at the top of the main FileThis window. 


2.    Find the company in the list at right, and then click its icon. Use the Search field or narrow the choices by clicking New, Popular, Financial, or Utilities as necessary.


Note: If one of your accounts is not listed, contact FileThis at support@filethis.com to request that the site be added.

3.    Enter the login information you use when connecting to the account through the company’s website. (For example, if you’re setting up an Amazon connection, enter the User ID and Password you use to login to your account at www.amazon.com.)

4.    Click Connect. FileThis will verify your credentials and access your account.

5.    If the connection requires further validation, scroll down to "Validating Connections" for details.

Creating Connections Using the FileThis Mobile App

1.     Tap the menu in the upper-left corner.

app menu

        2.    Tap Connections.

        3.    At the bottom of the screen, tap Add New Connection.
    


        4.    Find the company in the scroll list. Use the Search field or narrow the choices by clicking New, Popular, Financial, or Utilities as necessary.

5.    Enter the login information you use when connecting to the account through the company’s website. (For example, if you’re setting up an Amazon connection, enter the User ID and Password you use to login to your account at www.amazon.com.)

6.    Click Connect. FileThis will verify your credentials and access your account.

7.    If the connection requires further validation, see "Validating Connections" for details.

Validating Connections

Some connections, especially those with financial institutions, often request additional information to validate the connection. These requests generally happen only when you create the connection, but sometimes they occur at random. If you’re connected to your FileThis account when a validation request occurs, answer the question that pops up and click Continue. Requests might include:

  • Answer security questions: Answer one of the common security questions associated with that account (such as first car, favorite athlete, or maternal grandfather’s name).
  • Select your state: Specify the state you’re in as required by some financial institutions.
  • Confirm your identity: Select a method to receive an authentication code (such as email or text), then enter the code into FileThis.
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