Skip to main content
Finta uses Plaid to connect US and Canadian financial institutions. Plaid handles authentication directly with your bank, so Finta never sees or stores your username or password.

​
Before you start

Make sure you have a Finta account and an active subscription. Standard plans support up to 10 bank connections. Pro plans support unlimited connections.

​
How to connect a bank

  1. Go to the Accounts page in the Finta dashboard
  2. Click Add Bank Connection
  3. In the dialog, search for your bank or financial institution
  4. Select your institution from the results
  5. Choose one or more supported data types, then click Continue to [institution]
  6. Plaid Link opens in a secure overlay. Enter your bank login credentials there
  7. If your bank uses multi-factor authentication, complete the MFA step
  8. Select the accounts you want to sync to Finta
  9. Click Continue to return to Finta while it saves the connection
Keep the Finta window open while it says Finishing your connection. Plaid approval is not the same as a saved connection. Finta begins pulling account data only after it saves the connection. Initial history can take longer than later updates because Plaid may still be preparing or returning historical data.
Finta requests read-only access to your financial data. Your bank credentials are handled entirely by Plaid and are never transmitted to or stored by Finta.

​
Choosing what data to connect

After you select an institution, Finta asks “What data do you want?” and shows the data types that institution supports through Plaid:
  • Bank and card transactions includes posted transactions and current balances
  • Loan and credit balances includes statement balances, APRs, and due dates for cards and loans
  • Investment holdings includes investment accounts, holdings, securities, and activity
The "What data do you want from Robinhood?" step with Transactions, Investments, and Liabilities checkboxes
Pick every supported type you want, then continue. Finta keeps the institution and your choices if you cancel Plaid or the handoff cannot start. If Plaid reports that updates for one of your selected data types are delayed, Finta names that data type before you continue. The warning does not prevent the connection. You can connect now and keep using Finta. The selected data may take longer to arrive. Plaid can also report aggregate login health for an institution. When a sign-in fails and a current breakdown shows that most login attempts at the institution are failing, Finta warns that connecting may be difficult. This is context about the institution as a whole, not a diagnosis of your account. You can try anyway, choose another institution, or return later. Plaid does not always provide institution status, and the lookup can fail. In either case, Finta keeps the ordinary connection path available and makes no outage claim. The status is cached for up to five minutes and may cover a longer aggregate reporting window, so it is not an instant availability guarantee. Finta does not offer a Notify me subscription or send availability-restored emails.
If Plaid finds no compatible accounts before Finta saves the connection, Finta returns you to these choices. It never narrows the request automatically. See Plaid Says You Have No Accounts.

​
What data Finta syncs

After connecting, Finta syncs the following data depending on the account type:

​
After connecting

Your connection appears on the Accounts page. Finta syncs automatically when Plaid reports new activity from your institution. Timing varies by bank, so Finta cannot promise a fixed interval. See How Finta syncs your data for details. You don’t need to trigger syncs manually. If you want to route this connection’s data to a destination, see Create a Destination. If Finta says it couldn’t confirm that the connection was saved, choose View connected accounts. Do not authorize the same connection again. If the institution is not on the Accounts page, choose Get help from the recovery screen. This check matters because each Plaid approval can be submitted only once.

​
Plan limits

If you’re on the Standard plan and have already connected 10 bank connections, you’ll be prompted to upgrade to Pro before adding more.

​
Troubleshooting

Can’t find your institution: Search by the full bank name or the name shown on your bank’s website. Some banks operate under a different name in Plaid (e.g., a regional credit union may be listed under its full legal name). If your institution doesn’t appear, it may not be supported by Plaid. The institution rejects the sign-in: Finta never receives the credentials. Open the institution’s website in a separate tab to check the same sign-in. You can then start a fresh Plaid session from the retained Finta screen. Plaid reports unsupported MFA: Choose another institution route or get help. Finta does not offer a retry loop when Plaid says it cannot pass through that security method. Finta says nothing was saved: Change the retained data selection and connect again from the start. This creates a fresh initial Plaid session. See Plaid Says You Have No Accounts. Finta says the connection is saved but no accounts appear: Check the saved connection on the Accounts page and get help before connecting again. A saved-empty result is not the pre-save NO_ACCOUNTS recovery. Finta couldn’t confirm the save: Open Accounts from the recovery screen. If the institution is absent, get help. Do not repeat the Plaid authorization unless support asks you to start a new connection.

​
Next steps

Manage Connection

Re-authenticate, add accounts, and troubleshoot an existing connection

Create a Destination

Set up where your synced data goes