This guide provides a step-by-step walkthrough for associating multiple user accounts into one. This feature allows you to seamlessly toggle between accounts without needing to log in and out repeatedly.
1. Log on to https://app.cmlcard.investarbank.com
2. Navigate to Personal Settings: Click on your profile icon or the menu button and select Personal Settings.
3. Select Associated Users: Within the Personal Settings menu, locate and click on the Associated Users tab.
4. Initiate Association: Click the Associate New User button.
5. After you have selected the Associated Users tab, enter the username and password for the new account and then hit Next.
6. Now that the users have been associated successfully, you can seamlessly switch between accounts without needing to log in and out.