Bank connections
Connect your banks, choose what to share, and fix a connection that stopped syncing.
10 articles
Can I connect a bank through a different service?
Not right now. Each bank connects through the service that works best with it, and Wealthsimple and American Express connect through Plaid only. If a bank won't reconnect, upload its statements to keep going. A bank moved earlier keeps its history.
How do bank connections work?
Finly Money connects to your bank through Plaid or Flinks, two secure connection services. You sign in with them, never with us, and we receive read-only balances and transactions. Nobody can move money through the link, and you can disconnect any time.
How do I choose which accounts to share?
Tick the accounts you want when you connect a bank. To change it later, open the bank's menu on Accounts and choose Choose accounts: tick the ones you missed and untick any you want to stop sharing. Unticked accounts keep their history.
How do I connect my bank?
Go to Accounts, choose Add, then Connect a bank. Pick your bank, sign in through Plaid or Flinks, tick the accounts to share, and your transactions start coming in. Recent weeks arrive first and older months follow on their own.
How do I disconnect a bank?
On Accounts, open the bank's ⋯ menu and choose Disconnect. Pick whether to delete or keep its accounts and transactions, check what else goes with them, and confirm. New transactions stop either way.
How many banks can I connect?
Grow connects up to 5 banks. Thrive and Thrive Duo have no limit, and on Thrive Duo each partner has their own. Each bank sign-in counts once, with all its accounts. Statements, accounts you add by hand and brokerages never count.
How often do my transactions update?
Bank connections update on their own. Some bring in new transactions as soon as your bank's data is ready, and we check every connection about once a day. To check right away, press Sync on the bank's card on Accounts.
My bank connection stopped working. What should I do?
Usually your bank wants you to sign in again. Press Reconnect on the bank's card on Accounts, or on the banner, and sign in through Plaid or Flinks. Nothing already in Finly Money is lost, and new transactions pick up where they left off.
Which banks can I connect?
Most Canadian banks and credit cards, and many credit unions. Pick yours from the list or search for it, and use Search all institutions if it isn't listed. If your bank can't connect, upload its PDF or CSV statements instead.
Why are some transactions or months missing?
Right after you connect, older months take a few minutes to arrive. Banks also share limited history: up to two years through Plaid, a year through Flinks. Unshared accounts, or a connection waiting for a sign-in, bring nothing new. A statement fills any gap.
Still need help?
Our team answers every request, usually within 1–2 business days.