From the Linked accounts page, you can restart a sync, grant access to new accounts, or delete a connection. These actions don't do the same thing: this page explains which one to choose.

On the web: app.finary.com/v2/settings/connections

On the mobile app: Menu, then Linked accounts.

This is the page to use, not the Portfolio.

Open the menu on the row for the institution in question. Up to three actions are offered.

Sync restarts the retrieval of your data when the connection is working normally. When it is in error or about to expire, the button is called Reconnect. On the web, there are two exceptions: if the action is on your institution's side (changed or expired password, action required on your bank's website, revoked API key), the button is called See more and opens the synchronization details, which explain what to do and offer Reconnect; if the error comes from our synchronization partner, no button is shown, as there is nothing you can do on your side. Connections that sync manually show Manual sync. instead. This action only refreshes accounts you've already given access to: it cannot make new accounts appear.

Manage connection opens the screen for our partner Powens. This is where you can grant access to additional accounts (savings accounts, brokerage accounts, life insurance, loans) that aren't showing up yet.

Delete removes the connection and all of its history.

This is the most common source of confusion. If some of your accounts aren't showing up, Sync won't make them appear, because your bank only authorized part of your accounts on the first connection. You need to go through Manage connection to give this second authorization.

How to add a missing account from a synced institution via Powens

Deleting permanently erases the transaction history associated with it. If your goal is to fix a sync error, always prefer reconnecting instead.

Update a synchronized account

Comment supprimer un compte d'un établissement synchronisé via Powens ? (in French)

With a free account, you can create 2 connections. Each connection counts separately, even when several relate to the same institution: two connections to the same bank already reach the limit. To sync more, upgrade to a paid plan.