Connecting your financial institutions

Connect supported banks and brokerages through Plaid, then manage the accounts they share with FinanceLink.

Connect an institution

1. Sign in to FinanceLink and open Settings > Connected institutions.
2. In Financial institutions, select Add institution.
3. Follow the Plaid connection prompts to find your bank or brokerage. Sign in through the connection flow and complete any verification requested by the institution.
4. Review and approve the account access requested in the connection flow.
5. Return to FinanceLink. Expand the institution to review its accounts, connection status, and last successful sync.

Have access to your institution's sign-in details and verification method before you begin. Do not send bank passwords or verification codes to support.

Reconnect or refresh

If an institution needs renewed authorization, expand it in Settings > Connected institutions and select Reconnect. Complete the connection prompts, including any institution verification.

To request a data update, select Refresh. Check the status and last successful sync afterward. Refreshing requests an update; it does not guarantee the institution will immediately provide new data.

Hide, disconnect, or delete data

• Hide an account: use its visibility toggle to remove it from financial views. Use the same toggle to restore it.
• Disconnect an institution: select Disconnect and review the confirmation. This stops future syncing and hides its accounts from current financial views. Historical FinanceLink records are retained, and your actual bank or brokerage accounts are not closed.
• Delete account data: select Delete data beside an account and read the warning. This permanently removes its imported transactions, holdings, liabilities, and investment activity from FinanceLink. The institution stays connected and other accounts are not affected.

Deleting imported account data cannot be undone. Hiding an account or disconnecting an institution is not the same as deleting its data.

If you cannot connect

• Confirm you can sign in directly to your institution and complete its verification requirements.
• If your institution is not listed, do not choose a different institution as a substitute. Contact support with its name.
• If the connection flow fails, note the error message and whether it happened before or after institution verification.
• If the institution appears but has not returned account details, check its connection status before attempting to add it again.