Skip to main content- Login ProblemsHaving trouble signing in to your Findex account? Don't worry -- most login issues have a quick fix. This guide walks you through the most common problems and how to resolve them.
- Why can't I connect to my provider account?Findex connects to your banks, brokers, and financial institutions through our integration partner Finsquid, supporting 50+ providers. If you're having trouble connecting a provider, here are the most common reasons and how to fix them.
- Sync Errors & IssuesFindex regularly syncs data from your connected providers to keep your portfolio up to date. Occasionally, a sync may fail or show an error. Here's what causes sync issues and how to get things back on track.
- Expired session for connected provider accountsWhen you connect a bank or broker to Findex, the connection relies on an authenticated session with that provider. These sessions expire periodically for security reasons, which means you'll need to reconnect from time to time. Here's how it works and what to do.
- Browser CompatibilityFindex is a web-based application, so your browser plays a big role in your experience. This guide covers which browsers work best, what to do if something looks off, and how to make sure you're getting the most out of Findex.
- Mobile ResponsivenessFindex is a responsive web app designed to work in your mobile browser -- no app download needed. While most features work great on your phone or tablet, there are a few things to keep in mind for the best mobile experience.
- Mobile App IssuesLooking for the Findex app in the App Store or Google Play? You won't find one just yet -- but that doesn't mean you can't use Findex on your phone. Here's everything you need to know about accessing Findex on mobile.