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I don't see my latest purchases. How often do you update?

I never got the code sent to me to authenticate my account.

Can I add a bank account without logging into it?

Will my partner see my bank account balances and transactions?

I'm seeing duplicate bank accounts. How can I fix this?

One of my bank accounts is showing "Re-authorize". What do I do?

I successfully connected to my bank but it keeps on asking me to re-authorize. What's the deal?

Why are my loans or mortgages not subtracted from my total net worth?

Emma

Bank Connection and Updates

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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