FinDash Docs · Reviewed 2026-08-09
Account Linking
Connect accounts for live balances, transactions, and holdings where supported.
Link your own accounts from Net Worth
You can connect your banks, credit cards, loans, and investments yourself — you do not have to wait for an advisor to enter them. Open Net Worth. If the page is empty, click Connect accounts. If accounts already exist, click Add Asset or Add Liability, then Connect with Plaid. Search for your institution, sign in in Plaid’s secure window (FinDash never sees your bank password), complete any MFA, and select the accounts to import. Repeat for each bank or brokerage. For a home, car, private investment, or anything without a live feed, skip Plaid and enter the details manually, or use Import documents when you have a statement.
Live Account Connections
Use Plaid from Net Worth to link a bank, credit card, loan, mortgage, or investment account. Linked accounts can populate balances and may also provide transactions and holdings depending on the institution. Clients and advisors can both start this flow from the same Net Worth page.
Feature Gate and Client Consent
Plaid access can be enabled or disabled by firm configuration. When enabled, clients authenticate through Plaid and FinDash stores a secure access token rather than the client's bank credentials.
Review After Linking
After the accounts appear, confirm account type, owner, tax treatment, estate inclusion, visibility, and whether each account should feed cash-flow transaction analysis, net-worth reporting, or both.
Troubleshooting
If a connection breaks or data becomes stale, use refresh or reconnect controls. Institution MFA changes, password changes, closed accounts, or firm-level Plaid settings can all affect sync.
When Not to Link
Use manual accounts or document import for private investments, real estate, business interests, held-away values that should not sync, and accounts the client does not want connected.
Open this guide in FinDash Docs