Connecting your financial institutions
Connect a bank or brokerage, reconnect an institution, and manage account visibility.
Find answers to common questions about your FinanceLink account and platform. Search our help topics or reach out to our team.
Find guidance on some of the most common questions.
Connect a bank or brokerage, reconnect an institution, and manage account visibility.
Recover access, manage verification, and review trusted devices and sessions.
Update personal information, your photo, household name, and display preferences.
Review your plan, update payment details, download invoices, or cancel renewal.
Our team is here to help. Get in touch with us and we'll work to point you in the right direction.