Why don't my Bank & Brokerage connections connect? Why do they break after connecting?

100% connectivity is impossible.

Any accounts that fail to connect or sync properly will need to be tracked as manual entries.

In general if you see an issue with a connection (wrong numbers, missing accounts, missing holdings or bring a new account from an existing connection), you should report it to us and wait for our reply before trying to fix it yourself. We'll check what's going on and tell you what to do.

Please don't try disconnecting and adding again, unless we ask you to do. Most of the times, the error can be fixed only by reporting it to the aggregators. For which we need the original connection in place to troubleshoot.

We can also look at the overall quality of the connection and tell you if it's worth dealing with the pain. If it's not worth it, it's better to drop the connection and track it manually instead of constantly wrestling with connection issues. We'll be able to better guide you here.

What's going on?

While we strive to provide excellent connectivity and data quality, achieving 100% coverage is technically impossible due to the limitations of legacy technology used by many financial institutions. As a result, some connections may not work as expected, and it may take multiple attempts to establish certain connections. In some cases, institutions may never connect, requiring manual tracking. Even when connections are established, they may occasionally break, or show wrong balances or not show holdings and they might take time to resolve or might not always be resolvable.

We partner with leading aggregators like Mastercard, Plaid, Yodlee, MX, and Salt Edge, and we continuously add new providers to expand our coverage. However, even with these partnerships, there can still be challenges with some institutions.

Not happy?

We are dedicated to providing the best service possible, but connections are not foolproof and we have to work around their quirks. It’s not in our control.

If a connection is giving lot of trouble, it's better to track it manually.

If 100% stable connectivity is crucial for you, it might be wise to consider this before subscribing.

If you are subscribed and not happy with this situation or feel “stuck”, we are happy to cancel the subscription and issue a full refund.