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Manage your Financial Monitoring account

Financial Monitoring is the feature that allows you to receive alerts notifying you of cash withdrawals, balance transfers, recurring transactions, BNPL (Buy Now Pay Later) and large purchases on financial institution accounts that you connect to your Norton account.

Add a financial institution to your account

  1. Sign in to your account.
  2. Click the Financial Monitoring tab and then click Add Account.
  3. Search for your financial institution if it is not listed under the most popular ones.
  4. Enter your login credentials to allow access to your financial accounts and follow the on-screen instructions.

Remove a financial institution from your account

To remove a financial institution from your account:
  • Sign in to your account. 
  • Depending on what you see, do one of the following:
Norton dashboard:
  1. Under the ID Theft Protection tile click Go to Dashboard.
  2. Click on Monitored Info
  3. Scroll down to Financial Accounts, next to the accounts that you want to modify, click oninline_more_options.png to remove the institution.
Member Portal dashboard:
  1. Click on the Manage Account tab.
  2. Scroll down to the Financial Accounts section, next to the account that you want to modify, click oninline_more_options.png to remove the institution.

Set the transaction alert threshold for your financial accounts

The alerts are based on thresholds you set in your Alert Preferences. To get the best from Financial Monitoring, ensure that your accounts stay updated and connected by visiting the portal or mobile app.
  1. Sign in to your account.
  2. Do one of the following:
    • If you see the My Norton page, click Financial Monitoring tab.
    • If you see the Member Portal page, click Manage Account tab.
  3. On the Overview section, click oninline_more_options.png and go to Alert Preferences, set your own limit for cash transfers, purchases, and transfers.

Need more help?

§For Norton offerings provided to you by a Service Provider or through channels outside the United States, the LifeLock identity theft protection services and coverage, plan feature names and functionality might differ from the services offered directly by Norton. Please contact your Service Provider for details on their Norton plan offerings.

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DOCID: v129982385
Operating System: Android;Mac;Windows;iOS
Last modified: 04/22/2024