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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.

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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.

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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. Plaid Link opens in a secure overlay — enter your bank login credentials
  6. If your bank uses multi-factor authentication, complete the MFA step
  7. Select the accounts you want to sync to Finta
  8. Click Continue to finish
Finta immediately pulls your account data and begins syncing. The first sync may take a minute or two depending on how much history your bank makes available.
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.

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What data Finta syncs

After connecting, Finta syncs the following data depending on the account type:
Account typeData synced
Checking / SavingsTransactions, balances
Credit cardsTransactions, balances
Investment accountsHoldings, investment transactions, balances
LoansBalances

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After connecting

Your connection appears on the Accounts page. Finta syncs automatically whenever Plaid notifies us of new activity at your bank — usually within minutes of a transaction posting. You don’t need to trigger syncs manually. If you want to route this connection’s data to a destination, see Create a Destination.

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Plan limits

PlanBank connections allowed
StandardUp to 10
ProUnlimited
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.

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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. Login fails during Plaid Link: Double-check your credentials on your bank’s website first. If your bank recently required a password update or security verification, complete that on the bank’s site before trying again in Finta. MFA not working: Make sure you have access to the phone number or authenticator app associated with your bank account. Some banks require you to approve the connection from their mobile app. Connection succeeds but no accounts appear: Some account types (certain business accounts, newer account types) may not be available through Plaid even if the connection is successful. Use the Update accounts option from the three-dot menu on the connection card to see all available accounts.

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Next steps

Manage Connection

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

Create a Destination

Set up where your synced data goes