Bank account syncing is a premium feature.
If you are having troubles connecting your bank account please take a look at this article connect, disconnect or reconnect your bank before contacting us.
Brave Browser users, be aware of potential issues when creating a banking connection, please try again using Google Chrome.
If after reading connect, disconnect or reconnect your bank and it does not change anything and you are still having issues , please submit a request at the bottom of the page with the below required information.
- Screenshot or Screen recording with the error message
- Name or Last 4 digits of your account
- Name of your bank
- Country of your bank
- Type of account (i.e. current account, savings, credit card)
- Personal or Business/Entrepreneurial account?
Bank connection procedures
When dealing with the difficulties of linking a bank account, it's crucial to recognize that each bank operates with its own authentication and authorization procedures. The following obstacles may add complications to the process of establishing a connection:
- Some banks can have multiple names and it is important to choose the right name. The most frequently used banks are displayed in the main list. The complete list can be found in the search window.
Banks offer several types of accounts (credit card, current account, savings, etc), you need to choose the right type of account. If your your account is missing please see the article account is missing.
- Banks offer distinct account options catering to individuals and entrepreneurs/businesses. Wallet primarily supports individual accounts, while Board is designed for business accounts.
- Most banks support the app-to-app redirect process, this requires setting up your banking app on your mobile device. If the app-to-app process is unsupported, the application will redirect you to the bank's website for authentication instead of redirecting you to your app.
- Some banks may require an additional authentication step. Unlike internet banking, commonly managed through a mobile application, this step might involve accessing an account on the bank's website, typically requiring a login. If you happen to forget your bank account login details, there is usually a recovery process (such as "forgot your password") or the option to contact your bank for assistance.
My bank is not in the list of available banks.
Please refer to the article my bank is not listed
My account is not updating
Please refer to the article how often does my bank account data update?
Submit a request button missing?
Please read the article on How do I contact support? and then return to this page to submit your ticket.