How to reconnect a financial account

A financial connection may stop updating for several reasons. For example:

• You changed your bank password
• Your financial institution requires you to approve access again
• Your bank added a new security step
• The connection expired
• Your institution updated its connection system
• Plaid or your financial institution is having a temporary issue

When this happens, Rankk may show a message that your account needs attention.

1. Open the Rankk app and sign in.
2. Go to your connected accounts.
3. Select the account marked Needs attention or Reconnect.
4. Follow the steps shown in the secure connection window.
5. Complete any security or verification request from your financial institution.

Rankk uses Plaid for most financial account connections. Some institutions may use their own direct connection service, so the reconnect process may look different depending on your bank or account provider.

During the reconnect process, you may need to:

• Sign in to your financial institution
• Enter a one-time verification code
• Confirm your identity
• Approve access to your account information again
• Select the accounts you want Rankk to continue using

Make sure you select the same accounts that were previously connected.

Learn more about how Plaid connections work.

Rankk will begin checking for updated account information. Your balance may update first. Recent transactions, investments, loans, or other details may take longer to appear.

You should not see a second copy of the account when the existing connection is reconnected correctly.

1. Confirm that you can sign in directly through your financial institution.
2. Make sure your login information is correct.
3. Complete any alerts or security requests inside your bank's app or website.
4. Wait a few minutes and try again.
5. Check whether your financial institution is having a temporary outage.

For more help, read I can’t connect or reconnect my financial account.

Your account may temporarily show older information while the connection is unavailable. Once the account reconnects and updates, Rankk may refresh:

• Account balances
• Recent transactions
• Spending totals
• Net worth
• Monthly budgets
• Financial forecasts
• Subscription information
• Rankings
• Rankk AI answers

The exact information available depends on the account and financial institution.