Connect a bank account via Finicity

Connect a bank through Finicity when Plaid is not the right path for the institution, resulting in the selected accounts appearing in Truewind.

Workflow

Step 1

Open Bank Transactions

This opens the relevant page or panel so Finicity can return the selected bank accounts to Truewind.

Screenshot showing Click Bank Transactions

Step 2

Open the connection menu

Use the bank-connection menu to choose which provider you want to launch for this client.

Screenshot showing Click dropdown trigger

Step 3

Choose Finicity

Pick the option that matches the client setup; that choice controls what happens next so Finicity can return the selected bank accounts to Truewind.

Screenshot showing Click Connect bank via Finicity

Step 4

Continue

Move forward only after the current screen looks correct so Finicity can return the selected bank accounts to Truewind.

Step 5

Choose the bank

Find the institution that actually holds the client accounts so Finicity can send back the correct feed.

Step 6

Review bank account page and asks for log in

It directs to bank account page and asks for log in.

Step 7

Review the connected banks

Finicity returns you to the connection screen and lists the banks it successfully authorized.

Screenshot showing Once connected, it goes back to Finicity page and shows you all connected banks

Step 8

Submit the connection

This sends the completed setup back to Truewind so Finicity can return the selected bank accounts to Truewind.

Step 9

Map the new accounts

After the connection completes, assign each returned bank account to the correct Chart of Accounts account in Truewind.

Screenshot showing Under Bank Accounts, you can map Chart of Accounts to new connected bank accounts

When to use Finicity

Use Finicity when your institution is not available through the embedded Plaid flow or when your team has been instructed to use Finicity for that bank.

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