Synced Financial Accounts are connected directly to your bank. Balances, transactions and holdings details are updated automatically. During the initial setup of your account, or from the Menu tab, you will have the opportunity to link your account.
Types of accounts to add include:
Cash Accounts
Checking
Savings
Money market
Investment Accounts
Brokerages
Retirement
Cryptocurrency
Debt Accounts
Credit cards
Mortgages
Student loans
Auto loans
Personal loans
To add synced financial accounts after setup, go to Menu tab > Connections > Add Synced.
If you're having trouble syncing an account, please contact us.