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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Connections / Bank Connections
Connect a Bank Account via Finicity
Use the current Bank Accounts connection flow to connect an institution through Finicity when Plaid is not the right option.
Workflow
Setup workflow
Step 1
Open Connections and choose Bank Accounts
In Truewind, go to Connections and switch to the Bank Accounts tab.
Step 2
Set the transaction import date range
Review the import start and end dates so the new connection pulls the transaction history you expect.
Step 3
Start the Finicity flow
Select Cannot find institution to launch the current Finicity connection flow from the Bank Accounts page.
Step 4
Finish authentication in Finicity
Complete the institution sign-in, account selection, and authorization steps in the Finicity window.
Step 5
Confirm the connected accounts appear in Truewind
Return to Truewind and verify the expected accounts now appear in the Bank Accounts workflow.
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