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After connecting a bank account through Plaid, you can manage it from the Accounts page in the Finta dashboard. Each connection shows your institution name, linked accounts, and the last time data was synced.

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Connection status

A healthy connection syncs automatically whenever your bank reports new activity. You don’t need to do anything. If something needs attention, Finta shows a Reconnect button on the connection card. This means one of two things:
  • Credentials expired: You changed your bank password, or your bank requires periodic re-authentication.
  • Consent expiring: Some banks require you to reauthorize access periodically. Finta warns you 7 days before consent expires.
Until you reconnect, Finta can’t sync new data from that connection.

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Re-authenticating a connection

When you see the Reconnect button:
  1. Click Reconnect on the affected connection
  2. Plaid Link opens with your institution pre-selected
  3. Enter your updated bank credentials (or confirm MFA)
  4. The connection is restored and syncs resume automatically
This is the most common support issue with Plaid connections. Banks periodically lock out third-party access as a security measure. After reconnecting, your syncs pick up where they left off.

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Adding or removing accounts

If you opened a new account at the same bank, or want to stop syncing a specific account, use the Update accounts option.
  1. Click the three-dot menu (⋯) on the connection card
  2. Select Update accounts
  3. Plaid Link opens and shows all available accounts at that institution
  4. Check or uncheck accounts to add or remove them
  5. Close the modal to save your changes
New accounts are added to Finta immediately. Removed accounts are deleted from Finta along with their synced data.
Update accounts only changes which accounts are linked to Finta. It doesn’t affect your actual bank accounts in any way.

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Other actions

Click the three-dot menu (⋯) on any connection card to access these options:

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View syncs

See a history of all syncs for this connection, including timestamps, duration, and whether they succeeded or failed. Useful for troubleshooting if data seems out of date.

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Set sync start date

Control how far back Finta pulls historical data. By default, Finta syncs up to 2 years of transaction history. If you only need recent data, set a more recent start date to keep your destination focused.

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Report missing data

If you notice transactions or accounts that should be syncing but aren’t, use this option to flag the issue. Finta’s support team will investigate the data gap.

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Remove connection

Permanently disconnect this bank from Finta. This removes the connection and all associated account data. Your destinations will no longer receive updates from this bank.
Removing a connection is permanent. You’ll need to go through the full Plaid Link flow again if you want to reconnect the same bank later.

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Troubleshooting

“Reconnect” keeps appearing after re-authenticating: Your bank may require you to update your password on their website first. Log in to your bank directly and check for any security alerts or password change requirements, then try reconnecting in Finta. Last sync date seems old: Check if the connection needs re-authentication (look for the Reconnect button). If the connection is healthy, try a manual sync from your destination page. Some banks have delays in reporting new transactions to Plaid. Missing accounts after connecting: Use Update accounts from the three-dot menu to see all available accounts at that institution. Some account types (like business accounts or certain investment accounts) may not be available through Plaid.

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Next steps

Bank Connections Overview

See all supported providers

Create a Destination

Set up where your data syncs to