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Syncing with Financial Institutions
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Institutions with Known Issues
Plaid, the service we use to connect to financial institutions and send us your transactions, works to establish agreements with financial institutions for uninterrupted and quick access to your transactions.
Sometimes connections to certain financial institutions don't work as expected due to various reasons. There are a few major institutions that might have poor connectivity and those institutions are:
- Charles Schwab
- Fidelity
- Huntington Bank
- US Bank
- TD Bank
- American Express
- Capital One
- PNC
While you might be able to connect to these institutions, Plaid cannot currently guarantee how quickly your transactions will sync. We will keep an eye on these institutions and update this list as needed.
Search Institutions
Use the form below to see if your financial institution is supported. We recommend using a single word in the search box for the best results. For example, to search for Wells Fargo, type wells into the box.