> 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:
- On the dashboard page, click the blue refresh button under the BANK CASH*
- Accept the Terms and Conditions and then click “Add New Accounts”
- Search for your Bank and select the correct one from the results listed.
4. Enter your credentials to establish a connection with your bank.