Where to find it
Open Banks, payroll & credit - it’s in the sidebar on the web, and under Settings 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.
Fixing connections that need attention
Any connection that needs attention shows a Fix action. It relaunches the secure widget so you can sign in to your institution again.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.
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.