Financial Institutions & Accounts

Linking and updating institutions and accounts

10 articles in this collection
Written by Clarity Money

Do You Support My Financial Institution?

Written by Clarity Money
Updated over a week ago

Institutions: Known Issues

Written by Clarity Money
Updated over a week ago

Managing Your Institutions

How to Link Your Institution

Written by Clarity Money
Updated over a week ago

Linking - Tips & Troubleshooting

Written by Clarity Money
Updated over a week ago

Multi-factor Authentication (MFA/2FA)

Two-factor authentication, enhanced security, MFA, 2FA, text message, email, and security questions

Written by Clarity Money
Updated over a week ago

Why is My Account Unlinking?

Re-enter password

Written by Clarity Money
Updated over a week ago

How To: Unlink An Account

Written by Clarity Money
Updated over a week ago

Managing Your Accounts

How To: Hide An Account

Hide, unhide, exclude, include accounts. Duplicate accounts

Written by Clarity Money
Updated over a week ago

How To: Change or Re-categorize An Account Type

Change, update, or re-categorize your account

Written by Clarity Money
Updated over a week ago

Why Is My Account Not Updating Or Missing Information?

Incorrect balances, missing transactions, lost connection

Written by Clarity Money
Updated over a week ago