A secure connection
You’ll be guided to a secure Flanks interface to authenticate with your wealth manager, broker, or private bank.
Your credentials are encrypted during transfer and are never stored by Finary.
You can revoke the connection at any time from the Finary app.
What data is synced?
Flanks allows us to retrieve:
Securities holdings (stocks, ETFs, bonds…)
Portfolio valuations
Historical transactions (buy/sell/dividends)
Associated currencies
Data is updated regularly, usually once per day. Exact frequency depends on the institution.
Which institutions are supported?
Flanks mainly connects to:
Private banks and wealth managers
Specialized brokers
Life insurance accounts (unit-linked contracts)
You’ll see the full list of available institutions during the connection process in Finary.
What if the connection fails?
Common causes:
Password expired or changed → simply reconnect your account.
Institution changed their access method → Flanks will adapt.
Temporary update delay (some banks refresh data only once per day or less).
Finary monitors these issues automatically and will notify you if action is required.