Every plan includes bank connections. Grow has a limit, and Thrive and Thrive Duo don't.
Plan | Bank connections |
|---|---|
Grow | Up to 5 |
Thrive | No limit |
Thrive Duo | No limit, for each partner |
A free trial has the same limit as the plan you're trying. See What's included in each plan?
What counts
- One bank sign-in is one connection, with every account it brings. Chequing, savings and a credit card under the same sign-in count once.
- A second sign-in at the same bank, such as business banking, counts as another connection.
- A connection waiting for you to reconnect still counts until you disconnect it.
- Reconnecting, choosing accounts again or moving a bank to the other service never uses an extra connection.
- Statement uploads, accounts you add by hand and brokerages connected on Investing don't count. Brokerages have their own limits: see How do I connect a brokerage?
On a computer or tablet, the Bank connections heading on Accounts shows how many you've used, for example 3 of 5 bank connections used.
When you reach the limit
If you try to connect another bank, you'll see All 5 bank connections are in use instead of the bank list. From there you can:
- Choose See Thrive to look at a plan with no limit.
- Choose Upload statements instead. Statements work for any bank and are never limited.
- Choose Manage bank connections to disconnect one you no longer need. See How do I disconnect a bank?
If you move to a smaller plan
Nothing is disconnected. All your banks keep updating; you just can't connect another until you're below the new limit. For example, with 7 banks on Grow, you'd need to be down to 4 before adding one.
If you're starting a plan again and already have more banks than Grow includes, Grow isn't available. Thrive keeps them all. See How do I change my plan or amount?
Before you choose a plan
While you set up Finly Money, you can connect up to 2 banks before picking a plan. If you don't start a plan or free trial, those connections end 7 days after you connect the first one.