Banks ask you to sign in again now and then, for security. It's rarely anything you did, and everything already in Finly Money stays put while a connection waits.
Where you'll see it
- On Accounts, the bank's card says what's wrong and has a button to fix it.
- On other pages, a banner names the bank, with the same button. Not now hides it for a day.
- A dot on Accounts in the sidebar (on a phone, in the tab bar) reminds you while something needs you.
Reconnect
Press Reconnect
Use the button on the bank's card or on the banner. It may say Sign in, Verify or Renew access instead, depending on what your bank asked for. You can also choose Sign in again from the card's ⋯ menu.
Sign in through Plaid or Flinks
Use your current online banking details. If you changed your password, sign in with the new one: when your bank has already refused the saved password, Reconnect goes straight to a fresh sign-in. Some banks, such as RBC, can take up to a minute to answer while we reach them. The window says so, so leave it open.
Answer your bank's check
Keep your phone handy: your bank may text you a code or ask you to approve the sign-in in its app.
Let it catch up
You'll see a message such as TD is reconnected, and new transactions pick up where they left off.
What the card says
The card's note says | What to do |
|---|---|
The bank needs you to sign in again | Press Reconnect and sign in. |
Nothing new has come in for a week | Your bank hasn't shared anything new for a week. Press Sign in; it often asks for a code. |
The bank asked for a verification code | Your bank wants a code before it shares its latest transactions. Press Verify and answer it. |
Your permission ends soon, or has ended | Your permission has an end date. Press Renew access; it takes a minute. |
The bank will stop sharing soon | Your bank will stop sharing soon. Press Reconnect to keep it going. |
Something to do on your bank's website | Your bank needs something done on its own website first, such as unlocking your sign-in or accepting new terms. Do that, then press Reconnect. |
Sharing was turned off | Sharing with the bank was turned off. Press Reconnect to turn it back on. |
One of your accounts stopped sharing | One account was taken off the connection. Press Reconnect to pick it again. |
There are accounts you haven't added yet | Your bank has accounts you haven't added yet. Press Choose accounts. |
The last sync didn't finish | Press Try again. If it keeps happening, reconnect. |
The bank isn't responding right now | Nothing to do at first. Your bank or our connection service isn't responding, and we keep trying on our own. If nothing new comes in for a week, the card may change to Sign in to refresh: press Sign in to start a fresh sign-in. |
The bank ended this connection | Your bank ended the connection. Press Reconnect; your history stays. |
When there's a known problem at your bank
Sometimes Plaid or Flinks reports trouble reaching a bank. When we're confident about it, the bank's card shows a short note saying so and who reported it. Details opens the rest, with a link to their status page, and Upload a statement keeps you going today. You may also see a notice at the top of other pages.
If you reconnect during a known problem, we tell you first, for example Signing in to TD may not work right now. You can still choose Try signing in anyway, or upload a statement to keep going today.
If reconnecting keeps failing
- Wait for the window to finish. If it says Reaching your bank, it can take up to a minute before the secure window opens. Closing it early starts the wait over.
- Try again a little later. Many problems on the bank's side clear on their own.
- Check your bank's website. It may want you to accept new terms or unlock your sign-in before anyone can connect.
- Upload a statement. It fills in what's missing in the same accounts, and nothing is added twice once the connection is back. See How do I upload bank statements?
- Allow pop-ups. Some banks sign in through a pop-up window. If your browser blocks it, allow pop-ups for Finly Money and try again.
To tell us about a connection that won't behave, open the bank's ⋯ menu and choose Report a problem…. Say what happened; an error message helps us most.
Still not connecting?
Contact support