Where to find it
Open Banks, payroll & credit - it’s in the sidebar on desktop web, and under Settings on a phone and on iOS.What you’ll see
Each active connection shows the institution name and logo, the number of linked accounts, the last sync time, and a status badge.Connection status badges
- Connected - everything is working and data is up to date
- Syncing… / Logging in… / Created - data is being pulled or the connection is still finishing setup; nothing for you to do
- Awaiting MFA - your bank wants a verification code. Tap the connection to provide it.
- Login failed, Auth failed, Session expired, Account locked, or Error - the connection needs your attention. Use the Fix flow below.
- No data - the connection was made but no account data came back. Check that your account at the institution has the expected information.
- Unavailable / Not supported - a temporary issue at the institution’s side. Usually resolves on its own.
- Disconnected - the connection has been removed (or the link needs a manual reconnection). Relink it to restore data.
- Setup not finished - you started linking an institution but never completed it. Nothing failed - select Finish setup to pick up where you left off.
Fixing connections that need attention
A connection that signing in again can repair shows a Fix action. It relaunches the secure widget so you can sign in to your institution again.On the web, Fix appears only where signing in again can repair the connection, so some connections that need attention show no Fix there.
On iOS, when more than one connection needs attention, a Fix connections prompt walks you through them one at a time and confirms with All done! when everything has been addressed.
On iOS 1.10 and later, the banner warning you that a connection needs attention carries a close button. Closing it hides the banner for the rest of the session. It returns the next time you open the app while the connection is still broken.
Syncing your data
Most data syncs automatically in the background. To force a manual sync:On the web - a bank connection shows a Reconnect button once its data is no longer fresh. To sync every bank connection at once, use Sync All. Payroll has no manual refresh.On iOS - pull down on the screen to refresh what it shows.