When you link your accounts to Money Patrol, the app will generate a personalized dashboard for you and begin delivering you alerts and insights via text, email, or your dashboard. Money Patrol have partnered with multiple account aggregators to provide a comprehensive coverage for connecting to thousands of financial institutions. We recommend that you try Plaid as the first connector and Finicity as the second connector to link your accounts. If neither of these options work, then we recommend that you use the Sherpa or Yodlee connector to link your accounts.
NOTE: For newly linked accounts, it may take a few hours to complete the transaction data pulls, due to which balances and other data points may be delayed.
HOW TO EDIT ACCOUNT LABEL
1. Click “Link Account via Plaid”
2. In the pop-up window, choose the type of account you want to link.
o Click “Add Checking, Savings or Credit Account” to link your checking, savings or credit account.
o Click “Add Loan Account” to link accounts for your loan.
o Click “Add Investment Account” to link account for investment.
3. Click “Continue”
4. Select your bank.
5. Enter your credentials to enable Plaid to retrieve your financial data.
6. Authenticate with your bank and click “Continue”.
This will allow you to automatically refresh all linked accounts, regardless of the connector you used to connect them. Changes or updates regarding your latest accounts and transactions will be applied after refreshing all your accounts.