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Can I link a new card or account that I opened or updated at a financial institution I’ve already linked?

Yes. If you've opened a new account or received a new card from a financial institution you’ve already linked, you can add it, as long as the new account uses the same login credentials. Currently, you cannot link multiple logins for the same financial institution.

How do I manage which accounts from a particular institution are linked?

To connect a new or updated account at an already linked institution, follow the relink process:

  1. Navigate to the section Accounting > Transactions > Money In or Money Out 
  2. Click the gear icon
  3. Select ‘Banks & Integrations’
  4. Hover over the Actions drop-down arrow 
  5. Select ‘Add Account’
  6. Follow the prompts to revalidate your credentials
  7. Select the accounts you want linked

Once complete, your new or updated account(s) will appear under Banks & Integrations.