--- title: "Connect a bank" description: "Search for your bank, sign in through your provider, choose which accounts to share, and confirm the connection in BankSync." section: "Connecting banks" canonical: "https://banksync.io/docs/connecting-banks/connect-a-bank" --- 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. [![The full bank connection flow in the BankSync app: opening the Connect a new bank tile on the Banks page, searching for Chase in the Connect Bank dialog, signing in through the provider's secure window, the Authorization Successful confirmation, and the new Chase bank card appearing on the Banks page.](https://cdn.banksync.io/videos/connect-a-bank.poster.66e1177970490809.png)](https://cdn.banksync.io/videos/connect-a-bank.9c5c761abfabf906.mp4) [Watch: The full bank connection flow in the BankSync app: opening the Connect a new bank tile on the Banks page, searching for Chase in the Connect Bank dialog, signing in through the provider's secure window, the Authorization Successful confirmation, and the new Chase bank card appearing on the Banks page.](https://cdn.banksync.io/videos/connect-a-bank.9c5c761abfabf906.mp4) ## 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** 1. **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". 2. **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. 3. **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. 4. **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. * [Connect US banks](/docs/connecting-banks/us-banks) * [Connect Canadian banks](/docs/connecting-banks/canadian-banks) * [Connect Australian banks](/docs/connecting-banks/australian-banks) * [Connect UK banks](/docs/connecting-banks/uk-banks) * [Connect European banks](/docs/connecting-banks/european-banks) * [Connect brokerages and investment accounts](/docs/connecting-banks/brokerages) ## 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](/docs/bank-feeds/creating-first-feed) ## Related guides - [Creating your first feed](/docs/bank-feeds/creating-first-feed): route the connected bank's data into your spreadsheet or database. - [Reconnecting a bank](/docs/connecting-banks/reconnecting-a-bank): refresh a connection that has expired or needs re-authentication. - [Removing a bank](/docs/connecting-banks/removing-a-bank): disconnect an institution you no longer need, with a grace window to undo. - [Getting started](/docs/getting-started/quickstart): the full setup overview from first sign-in to first sync.