Popular institutions
Week of May 22, 2023
| Name | Default data provider | Success rate for new connections | Success rate for daily syncs | Notes |
|---|---|---|---|---|
| American Express | Plaid | 89% | 64% | Some accounts are having trouble connecting, getting updates, or staying connected. |
| Bank of America | Plaid | 82% | 75% | |
| Capital One | Finicity | 80% | 46% | |
| Charles Schwab | Finicity | 84% | 88% | |
| Chase | Plaid | 80% | 74% | We are seeing an issue where multiple Chase credentials are clashing, causing one to be in an unhealthy state and causing persistent disconnects or duplicates. Learn more about how to merge your accounts together. |
| Citibank | Finicity | 81% | 87% | Citi may have some issues connecting accounts or updating transactions. Try a manual refresh of the account if you are already connected. |
| Discover | Plaid | 81% | 87% | Discover blocks connections between 8am-8pm eastern time. |
| Fidelity | Finicity | 76% | 79% | Fidelity blocks updates and new connections from 9-5pm eastern. MFA also blocks connections if turned on. |
| Robinhood | Plaid | 82% | 53% | Some users may have trouble adding new accounts. Cash balances may not display. Cryptocurrency holdings may cause incorrect balances. |
| Vanguard | Plaid | 76% | 83% | Vanguard blocks new connections and updates from 9-5pm eastern time. |
| Wells Fargo | Finicity | 88% | 89% | Sets a limit on nightly refreshes, preventing timely updates. A force refresh should work. Also may show an inverted balance, our data provider working on a fix. |
To see the current statuses of all institutions, login to your Monarch account and search for the institution name in the "Add account" flow. You will see information about known issues and all available connection options in one place.
Recent updates
Date last updated: June 1, 2023
| Name | Default data provider | Date | Update |
|---|---|---|---|
| Bilt Rewards | May 7, 2023 | Connection broke and no working alternate | |
| CitiBusiness | May 31, 2023 | No longer supported | |
| Optum Bank - Health Savings Account | Plaid | May 26, 2023 | Integration recently rebuilt and connecting! |
| Paychex Flex | June 1, 2023 | Connection broke and no working alternate | |
| Slavic 401k | May 7, 2023 | Connection broke and no working alternate | |
| Synchrony Bank | Plaid | May 16, 2023 | Connection now available |
| T. Rowe Price | MX | May 24, 2023 | Connection broke and no working alternate |
| Transamerica Premier Life Insurance Company - Client Access | June 1, 2023 | Connection broke and no working alternate |
Learn more about how to view your full financial life in one place with our Guide to Connecting Your Accounts.