Announcing a Sync Membership for Connecting to Banks

2/10/2021 in ClearCheckbook News

Today we're announcing a new Sync Membership that allows you to connect up to 5 financial institutions to ClearCheckbook.

This membership is for people who want to connect their bank to ClearCheckbook but don't want or need all of the additional features that come with ClearCheckbook Premium. The Sync Membership costs $2.49 per month and gives you the ability to connect up to 5 financial institutions.

You can upgrade to the Sync Membership by clicking on Settings at the top right side of the page and then click on the Manage Your Sync Membership link under the Syncing Transactions section. More information about the upgrade process can be found here: Our Manage Your Sync Membership Knowledge Base article.

Here are some FAQs about the Sync Membership and Bank Connecting

What counts as a connection? A connection is counted for different financial institutions. For example, Wells Fargo, Bank of America and Capital One are three different connections. We do not count multiple connections to the same institution toward your total. If you have 3 different accounts with Wells Fargo, that still only counts as one connection.

Is my bank supported? You can check to see if your financial institution is supported here: Our Supported Banks Knowledge Base article.

Can I have more than 10 connections? If you have a ClearCheckbook Premium membership and also purchase a Sync Membership, you will be able to connect up to 10 financial institutions.

I want to learn more about how to connect my bank to ClearCheckbook We have a full support page that covers how to connect your bank to ClearCheckbook here: Our Connecting to your Bank Knowledge Base article.

Why do we charge for these connections? The service that provides your transactions charges ClearCheckbook a flat fee per institution connection per month. Unlike other financial services that offer these connections for free, we do not sell your data, show ads or receive income from any source other than our ClearCheckbook Premium upgrades. We are offering this Sync Membership and our Premium Membership in order to cover the connection fees.

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