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

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.

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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