We connect each bank through Plaid or Flinks, choosing the one that works best with it. Moving a bank you've already connected over to the other service isn't available right now.
If your bank won't reconnect
- Try again a little later. Many problems on the bank's side clear on their own.
- Upload a statement. It fills in the same accounts, and nothing is added twice once the connection is back. See How do I upload bank statements?
- Tell us. Open the bank's ⋯ menu on Accounts and choose Report a problem…. An error message helps us most.
More ways to get a connection going again are in My bank connection stopped working. What should I do?
Wealthsimple and American Express
Both connect through Plaid only. If signing in through Plaid doesn't work, upload their statements instead. If you connected one through Flinks before, it keeps updating as it is.
A bank moved earlier
If one of your banks moved to the other service before, each account kept its history, name and everything attached to it. An account the new service numbers differently can show up twice, one copy under Manual accounts. When we recognize the pair, Accounts offers to merge them: see An account shows up twice. How do I merge them?
If a bank is still moving, it shows as one card that says so, for example Moving from Plaid, with the accounts still to come over listed in it. Until they've come over you can press Cancel the move, and if nothing has come over after 3 days the move is called off on its own.