Adding bank accounts
A step-by-step guide for adding bank accounts to Synci.
Written By Matias
Last updated 7 days ago
Select a bank
To get started, head to the Banks page. If you haven’t added any bank accounts before, you will immediately be able to search for your preferred bank.
Under each bank you’ll see two icons:
A clock icon shows whether the bank supports syncing pending transactions.
A credit card icon shows whether the bank provides credit card transaction data.
Icon colors:
Green means the feature is supported.
Gray means it may not be supported or is uncertain.
In all cases, we recommend connecting the bank and trying it out to see if it works.
Create bank connection
Once you’ve selected a bank, a dialog will appear asking you to confirm the connection. If you want to customize the access you grant to Synci, click Settings before connecting.
Log in at your bank
Once you click Connect, Synci will redirect you to GoCardless. At this point, you will be shown what permissions you’re granting Synci, and for how long.
If everything looks in order, you can go ahead and click “Agree and continue”. You will be redirected to your bank, where you must log in and confirm final approval for the connection. In some cases GoCardless may ask for your username/national number (SSN) before redirecting you to the bank.
Connection authorized
Once you’ve authorized the connection, you will be redirected back to Synci, and we will immediately begin fetching available bank accounts. Once this process is complete, you can begin linking your bank accounts to their intended destination(s).
