Synced Bank Accounts: How Do They Work?

Eddie Davis -

FINSYNC is unique in that it can sync 99% of US bank accounts. If a bank is running an outdated internal operating system, it may not be possible to sync.

This article assumes you have already synced your desired bank accounts.

Once a bank account or credit card is synced, FINSYNC will import your bank transactions once nightly. This process is automated and does not require you do anything

To set up synced accounts (Click Here)

Note: If your bank requires multi-factor authentication (MFA), you will need to refresh the account to import your transactions. However, refreshing the account more than once at a time will not initiate a new import.

 


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For a list of articles related to Bank Accounts, Bank Transactions, Balances and more (Click Here)

For the complete list of articles, return to the FINSYNC How-To Guide: (Click Here)


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