Connecting External Accounts
Common questions for Plenty's connections with Akoya, Finicity, MX, Plaid and Yodlee.
Overview
- What bank connectors / aggregators does Plenty use?
- How do I connect my bank?
- Why do you need my bank login details?
- How long does it take to verify my account?
- Can I connect more than one external account?
- How do I remove an external account I’ve connected to Plenty?
Connection issues
- Why are my transactions inverted?
- Can I change the account type for connected accounts?
- What should I do if I have trouble connecting my account?
- Why can I not find my bank?
- Which banks and institutions won’t connect to my Plenty profile?
- My bank isn't compatible. Can I still see it in Plenty?
Account transfers
- Does Plenty offer checking and savings accounts?
- Can I transfer my Plenty investments to another institution?
- Can I transfer my other brokerage account to Plenty?
- Can I transfer shares from my ESOP to Plenty?
- How can I transfer my IRA into a retirement account with Plenty?
- How can I rollover my retirement account if it does not support electronic transfers?