Troubleshooting Account Connections and Management

If you need help with your account connection, please see below for some helpful troubleshooting tips!

Adding an Account Fails

• Try a different browser or switch between the app and web interface. Ensure you are selecting the correct financial institution by searching with its website URL, like chase.com.

Incorrect Credential Errors

• Confirm your credentials by signing into your bank in a separate browser tab before attempting to connect again.
• Temporary errors from financial institutions can occur; wait 24 hours and try connecting once more.

Receiving an Error Message

• Wait 24 hours before trying to connect again. If the issue persists, consider connecting through an alternative data provider from the options we provide.

Frequent Reconnections Required

• This can happen if an institution requires regular authorization or due to ongoing maintenance or policy changes at the financial institution that discourage third-party access.

Not Receiving Security Codes

• Try disconnecting and then reconnecting your account using a different data provider.

Multi-factor Authentication (MFA) Issues

• Check the financial institution’s settings to ensure that access to third-party apps is enabled, especially if you've configured MFA.

Transaction Issues

• Transactions Missing or Wrong: Wait 24 hours to allow transactions to populate. If they do not appear, connect through another data provider. 
• Duplicate Transactions: Try adding the institution through another one of our available data providers/aggregators.

Account Information Errors

• Incorrect Account Balance or Missing Accounts: Ensure all non-pending transactions are accounted for. If accounts or transactions continue to be missing, update your login settings and re-login to select the missing accounts.
• Duplicate Accounts or Wrong Account Type: Try deleting the account and reconnecting it through a different provider/aggregator.

Account Management Issues

• New or Replacement Card: Delete the old account. Add the new or replacement card by logging into your institution again and selecting the necessary accounts.
• Wrong Transaction Categorizations: You can recategorize transactions as needed and set rules for future categorizations for specific merchants.

By following these steps, you should be able to resolve most issues related to account connections and management on our platform. If problems persist, consider creating a manual account or contact our support team for further assistance.