We have two mortgage accounts with one Bank. One is our primary residence and one is our investment property. The primary residence is the first one that shows up in our Bank’s account when I log in. So that is the one Stessa is linking to. I want the other one, our investment property, to show up. It only will link one account and Stessa is grabbing the primary residence info. How do I get the investment property to link instead of the primary residence?
I was thinking I need to ask the Bank to put the investment property first in the account for when I log in. But I don’t know if they will do that. Any other suggestions?