Our Account linking service, Meld, uses three different providers: Plaid, MX, and Mastercard (Finicity). The primary provider to initially connect your accounts is through Plaid:
If Plaid is unsuccessful or you don't see your institution, you have the ability to delete that connection and connect through our alternate provider network, via MX or Mastercard (Finicity):
Once you click "Connect through our alternate provider network", you will then need to search for the institution you are looking to connect:
If you have an unsuccessful connection with either MX or Mastercard (Finicity), you can try the other provider by clicking on the "X" in the top right of the provider screen. After exiting the provider screen, you will see a pop-up prompting you to choose one of two actions:
Option 1: Try again with a different provider.
Option 2: Try a different bank.
Selecting "Try again with a different provider" will enter you into the next available provider's login flow, as determined by Meld.
(Note: If no other provider is available, selecting Option 1 may return you to the "Select your institution" screen.)
Please allow 2-3 business days for balances to update once re-synced.
Please see this video for a demonstration.