How do I manually refresh my bank account?

The Refresh button is only visible for bank accounts which are set up for manual refresh. 

To manually refresh your account, please follow the steps below:

  1. Click on the bank account you'd like to refresh.
  2. Click on the "Refresh" button at the top and wait.
  3. You may be required to enter your credentials again after pressing the "Refresh" button if multi-factor authentication (MFA) is required. 
  4. After a while the data should be refreshed if no error occurs.

Note:
- If you don’t see the Refresh button then the account was probably refreshed in the last hour or so; or your bank connection is most likely set up for automatic refresh. 

- If an error occurs - please contact us with the error message.

 

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1 Comments

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    Thomas Vogel

    can you please put a screenshot here, I don't see any refresh button.

    Thanks

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