Connect a bank

Search for your bank, sign in through your provider, choose which accounts to share, and confirm the connection in BankSync.

4 min read

On this page

The universal connection flow
How BankSync routes to a provider
Provider-specific guides
Confirm it worked
Troubleshooting
Next steps
Related guides

Connecting a bank is the first thing you do in BankSync, and it works the same way no matter where you bank. You search one global list of institutions, BankSync routes you to the right open-finance provider automatically, you sign in through that provider's secure window, and your accounts appear on the Banks page ready to power a feed.

Your credentials stay with your bank

BankSync connects through trusted providers (Plaid, Fiskil, and SnapTrade depending on your institution and account type). You enter your bank login in the provider's own secure window, never in BankSync, and BankSync never sees or stores your bank password.

Before you start

You need a BankSync account and your online banking login (username and password, plus any two-factor method your bank uses such as an SMS code). It helps to confirm you can sign in to your bank's website directly first.

Connecting a bank, from the Banks page to the connected card.

The universal connection flow#

There is no region picker to choose first. You type your bank's name, BankSync detects the correct country and provider, and the matching secure login opens. The same four moves apply to a US checking account, a Canadian credit card, an Australian bank, or a brokerage:

Connect any institution

Open the Banks page and add a bank
Select Banks from the navigation, then click the dashed "Connect a new bank" tile. The "Connect Bank" dialog opens with the subtitle "Search and connect your financial institution".
Search and pick your institution
Type at least 2 characters into the "Search institutions" box. Results stream in as cards showing the institution name, supported account types, a country flag, and the provider. Click the card that matches yours.
Sign in and give consent
The provider's secure window opens automatically. Confirm the institution, enter your online banking credentials, complete any verification step, and tick the accounts you want to share. Account selection happens inside the provider window, not in BankSync.
Land back in BankSync
When the provider finishes, BankSync shows an "Authorization Successful" dialog. Click "Continue" and your bank appears as a card on the Banks page with the accounts you selected.

Narrow the search if you need to

Click the filter button next to the search box to limit results by Provider (All, Plaid, SnapTrade, SaltEdge, Fiskil) or by Country. Leave both on "All" when you are not sure. If few results come back, a "Not finding your bank?" prompt with a "Request this bank" button appears.

How BankSync routes to a provider#

BankSync picks the provider behind the scenes based on the institution's country and the type of account. You never select a provider yourself, but it helps to know which one handles your connection so you can read the right region-specific guide for the finer details.

Region / Type	Provider	What you can connect
United States	Plaid	Checking, savings, credit card, loan, and mortgage accounts at US banks
Canada	Plaid	Checking, savings, and credit card accounts at Canadian banks
Australia	Fiskil (CDR open banking)	Bank and credit card accounts at Australian institutions via the Consumer Data Right
Brokerages and investments	SnapTrade	Investment accounts: holdings, balances, and trade activity from supported brokerages

One institution can route more than one way

A bank that offers both everyday accounts and a brokerage may appear more than once in search, routed to different providers. Pick the card whose account types and provider match what you want to connect, then connect the other separately if you need both.

How many banks can I connect?

Your plan caps the number of connected banks in a workspace: 1 on Starter, 5 on Standard, 15 on Professional, 30 on Business, and unlimited on Enterprise (the Free plan allows 0). If you hit the cap, remove a bank you no longer need or upgrade. See Managing your plan for details.

Provider-specific guides#

The flow above is identical everywhere, but each region and account type has a few details worth knowing (supported account types, how account selection looks, and common gotchas). Pick the guide that matches what you are connecting:

US banks

Connect US checking, savings, and credit cards through Plaid.

Canadian banks

Connect Canadian accounts through Plaid, including country-code tips.

Australian banks

Connect AU institutions through Fiskil and CDR open banking.

UK banks

Connect UK institutions through Salt Edge and Open Banking.

European banks

Connect banks across 30 EEA countries through Salt Edge and PSD2.

Brokerages

Connect investment accounts through SnapTrade for holdings and trades.

Confirm it worked#

You have connected your bank successfully when:

The institution appears as a card on the Banks page, no longer just the "Connect a new bank" tile.
The accounts you selected in the provider window are linked to that bank.
The bank shows an active state, not a "Requires re-authentication" or "Scheduled for deletion" label.

Troubleshooting#

Common issues

Institution not found: try the parent company or full legal name, or use "Request this bank". Country unavailable: if your region isn't supported yet, BankSync shows a waiting-list form so you can register interest. Connection failed or accounts missing: confirm you can sign in on your bank's website, then reconnect from the bank's card and re-select the accounts. Needs re-authentication: open the bank and use "Reconnect / Add Accounts" to refresh consent.

Next steps#

With a bank connected, build a feed that syncs its data to your spreadsheet or database.

Create your first feed

Creating your first feed: route the connected bank's data into your spreadsheet or database.
Reconnecting a bank: refresh a connection that has expired or needs re-authentication.
Removing a bank: disconnect an institution you no longer need, with a grace window to undo.
Getting started: the full setup overview from first sign-in to first sync.