Why do I need to reconnect my bank account?
If you see a message like “Action required” or “XX days before expiration”, it means the account’s synchronization is temporarily paused. This is expected in the following cases:
Your access authorization is expiring soon or has expired already (required every 90 to 180 days under the PSD2 directive)
You’ve recently changed your bank password
You manually revoked Finary’s access to your account
💡 Note: The expiration rule is mandated by the European PSD2 directive. All banks and data aggregators (such as Powens, Plaid, etc.) must comply — this is not specific to Finary.
How can I reconnect an account?
You can reconnect your account from several places in the Finary interface:
🔁 From the status bar at the top of your dashboard
Click Action required (at the top of the screen on web, or in the Overview tab on mobile)
Locate the account that needs reconnection
Click Reconnect
Follow the steps provided by your bank or aggregator
🧭 From the Linked Accounts page
Go to Settings > Synced Accounts
The account that requires action will be highlighted
Click Sync and follow the instructions
Where can I see all accounts that need action?
You can check the status of all your connections on the Linked Accounts page. It shows your active connections and whether any require attention.
What happens after I reconnect?
✔ Sync resumes automatically
✔ Recent transactions are re-imported
✔ Your portfolio overview is fully up to date