How to update your bank balance

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> Finicity is a third party API and we use Finicity to retrieve balances and transaction history of customer's bank accounts, stock accounts and credit cards. 

Refresh Bank Balance:

 

  1. On the dashboard page, click the blue refresh button under the BANK CASH*

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  1. Accept the Terms and Conditions and then click “Add New Accounts”

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  1. Search for your Bank and select the correct one from the results listed.

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4. Enter your credentials to establish a connection with your bank.

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