Connecting Accounts & Integrations
- How to Connect Accounts with ProvidersConnecting your bank or brokerage to Findex is the fastest way to build your portfolio. Once connected, your holdings, account balances, and liabilities are imported automatically — no manual entry needed.
- Supported Banks and ProvidersFindex connects to 50+ banks, brokerages, and trading platforms so you can automatically import your holdings and get a complete view of your portfolio.
- How to Reconnect Expired Sessions with ProvidersProvider sessions do not last forever. For security reasons, your bank or brokerage may require you to re-authenticate periodically. When a session expires, Findex can no longer sync your data until you reconnect.
- How to Disconnect Connected Provider AccountsIf you no longer want Findex to sync data from a particular bank or brokerage, you can disconnect that provider at any time. Disconnecting stops all future data syncs for that connection.
- Understanding Data Sync FrequencyOnce you connect a bank or brokerage to Findex, your portfolio data is kept up to date through regular syncs. Here is how syncing works and what to expect.
- What Data is Accessed (Privacy)
- Troubleshooting Connection IssuesRunning into problems with a provider connection? Most issues are straightforward to resolve. This guide covers the most common connection problems and how to fix them.