How do I connect/disconnect/reconnect a bank account?

Available for:

• Android (Premium)
• iOS (Premium)
• Web app (Premium)

Connect a bank account

• Android/iOS/Web app:
  1. In the All Accounts screen, click on the Add Account box in the List of accounts.
  2. To add a bank-connected account, select Bank Sync. 
  3. Type your Bank's country and name in the search field.
  4. Select your banking portal from the drop-down field.
  5. Enter your login credentials to log into your bank's site. Depending on your provider you may need to answer additional security questions; every bank is different.
     If authorization is required at your bank and you are using your bank's mobile app, make sure you have the latest version.
     
  6. Choose your account from the provided options. 

Can't find your bank? Submit a bank request

Disconnect/Reconnect a bank account:

• Android:

1. 1. Go to Settings > Accounts > the specific account > Disconnect.
      
   2. Follow the same steps to reconnect, Scroll down to select already connected account

• iOS:

1. 1. Go to "more" > Settings > Accounts > Select your account to disconnect > Disconnect account
      
   2. Follow the same steps to reconnect, Scroll down to select already connected account

• Web app:
  
  
  1. Go to Accounts > Select your account to disconnect > Click "EDIT" account> Disconnect the account
     
  2. Follow the same steps to reconnect, Scroll down to select already connected account