Dear customers!
We are glad to inform you that a second data aggregation provider has been integrated into PocketGuard in order to improve overall account connectivity and expand the list of available financial institutions.
Can't find your bank or have constant connection errors while using our main data aggregation provider? Now, these problems can be resolved. All you have to do is to hit on the "Connect with Plaid" button, and you will be able to add the same financial institution to your PocketGuard profile or search for the bank you didn’t find previously.
If you encounter any problems or have questions about the connection process, please contact our support team at support@pocketguard.com.
Scan to install
https://help.pocketguard.com/hc/en-us/articles/6571444092690-Use-Plaid-to-connect-your-bank-accounts
Comments
2 comments
This does not explain how to swap to Plaid for an existing linked account with constant sync issues, since the only way to see the "connect with plaid" button is to search for a new FI that isn't in the default list.
If I do that, hit the "Connect with Plaid" button, but then instead search for my existing (and already account linked) FI and re-add it, am I just going to sync that 1 account twice through 2 different aggregate providers?
Yes, you are right. In this case, you will have two connected accounts - one via Plaid and the other one via Finicity, and to avoid double-counting, you would need to hide one of them.
Article is closed for comments.