FinDash Docs ยท Reviewed 2026-08-09
Connecting Your Accounts
Link financial accounts when live balances, transactions, or holdings are needed.
Where linking is used
Account linking is available from Net Worth and the account-connection flows used by forms or client onboarding. Linked accounts can populate balances, transactions, holdings, loans, mortgages, and credit cards depending on what the institution provides and what the firm has enabled.
Plaid connections
Plaid handles the bank login and returns a secure token. FinDash does not store bank credentials. If the firm has Plaid disabled or the institution is not supported, use manual accounts or document import instead.
Manual and document alternatives
Manual accounts are the right path for real estate, vehicles, business interests, private investments, annuities, insurance cash value, notes receivable, personal loans, or assets that should not have a live feed. Supported document imports can accelerate data entry but still need advisor review.
Refresh and reconnect
Linked accounts can need reconnecting after institution security changes, password changes, or expired access. Use the reconnect or refresh controls from the relevant account workspace before treating stale data as current.
Advisor controls
Visibility depends on firm settings, assigned advisor rules, shared access, and account-level visibility. Sensitive accounts can be full, masked, or hidden where supported.
Step by step
- Go to Net Worth: Open the client Net Worth page or account-linking step in a form/onboarding flow.
- Click Add or Connect: Choose the live account-linking option when Plaid is enabled for the firm.
- Search Your Bank: Find your financial institution in Plaid
- Authenticate: Complete login and MFA in Plaid's secure window.
- Select Accounts: Choose the accounts to link and confirm they appear in FinDash.
- Review Details: Check account type, owner, balance, holdings, tax treatment, and visibility.
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