Frequent Connection Challenges
“I can’t find my bank or institution”
“I can’t find my bank or institution”
Let’s try two quick things:
Check your spelling — Sometimes a tiny typo throws it off.
Still no luck? Reach out to us at support@getsequence.io and we’ll help you out - just provide us with your:
Financial institution name.
Type of account(s): checking, savings, credit card, etc.
If the account is business vs personal
Brief description of the issue
“My institution isn’t supported by Sequence!”
“My institution isn’t supported by Sequence!”
No worries — you can still add it manually as a destination account.
Heads-up: You’ll still be able to transfer money into it,
but some automations (like balance-based rules) and pulling funds out of the account won’t work this way.
“Why isn’t my account showing up when I search?”
“Why isn’t my account showing up when I search?”
If you’re using Plaid, Finicity, Spinwheel, or Method to connect:
Double check:
You’re logged into the right account
You’re searching under the correct beneficiary (your name, business name, etc.)
If you recently opened up a new bank account, it’ll take a few days to become available in Sequence
“Seeing a connection error with our third parties?”
“Seeing a connection error with our third parties?”
Sometimes the third-party services (like Plaid, Finicity, etc.) run into temporary hiccups.
Here’s what to do:
Take a screenshot of the error
Email it to: support@getsequence.io
We’ll investigate and help resolve it.
Troubleshooting by Financial Institution
We’ve listed some financial institutions that require extra steps to connect. We’re always updating this list, so feel free to check back or reach out if you're facing any issues.
For Investment Accounts, visit Investment Account Institution Specifics.
For Depository and Liability Accounts, visit Depository & Liability Account Institution Specifics
FAQ's
For common connection questions that come up all the time.
I’m not receiving my security code — what should I do?
I’m not receiving my security code — what should I do?
Here are a few options to troubleshoot:
Confirm the phone number listed on your profile is correct and not mixing up home and mobile numbers.
Check if there’s an email address listed as another contact option.
Try using the phone call or email options to receive the code (this is often the easiest method).
Some banks use SMS short codes. Make sure your mobile carrier allows receiving short codes.
Try logging in to your institution’s website using a private browser window or a different device to trigger the MFA flow.
If you’re still not receiving the code, send us a message with:
Financial institution name
Type of account(s)
Brief description of the issue
What’s the difference between a connected account and a destination account?
What’s the difference between a connected account and a destination account?
Connected accounts can be read and used as the source of an automation, while destination accounts can receive money, but we can’t pull data from them.
Why aren’t my credentials working?
Why aren’t my credentials working?
Typos happen to the best of us. Here’s a quick checklist to get you back on track:
Re-enter your username and password carefully.
Confirm your login works directly on your financial institution’s website — this ensures the credentials are correct.
If you use a password manager:
Double-check that the info it auto-fills is up-to-date.
Try re-entering your username and password manually.
Extra spaces? Some devices (especially Samsung/Android) can add a space automatically during autocomplete — make sure there are no extra spaces before you hit submit.
Still having trouble?
If you've tried all the steps above and are still seeing an “invalid credentials” message, send us the following:
Your financial institution name
The type of account(s) (checking, savings, credit card, etc.)
A brief description of the issue (e.g., "I can’t log in to my account")
We'll help you troubleshoot further.
How do I connect a business account?
How do I connect a business account?
To connect a business account:
Ensure your business is registered with Sequence.
Check the Register a Business page for more details.
Choose the correct beneficiary when linking your account.
Make sure you select your business name or the correct entity when connecting.
Can I connect an account from a different country?
Can I connect an account from a different country?
Currently, Sequence only supports accounts from the United States.
If you're unable to find your account, please let us know, and we’ll confirm if it’s available for US users.
Want to walk through it live?