Popular US institutions
For more information on how data providers and connections work within Monarch, please check out our article Understanding Data Providers and Connections.
For Canadian institutions, click here.
For recent issues, click here.
As of: Week of Jan 27, 2025
| Name | Default data provider | Success rate for new connect attempts | Success rate for daily syncs | Notes |
|---|---|---|---|---|
| American Express | Plaid | 87% | 88% | |
| Bank of America | Plaid | 86% | 89% | |
| Capital One | Plaid | 86% | 49% | |
| Charles Schwab | Finicity | 78% | 98% | |
| Chase | Plaid | 87% | 90% | |
| Citibank | Finicity | 74% | 81% |
Citi may have some issues connecting accounts or updating transactions. Try a manual refresh of the account if you are already connected. |
| Discover | Finicity | 74% | 91% | |
| Fidelity | Finicity | 74% | 83% | Fidelity blocks updates and new connections from 9-5pm eastern. MFA blocks connections if turned on. Crypto accounts are not supported. Finicity has updated their connection and refreshing accounts will now retrieve updated balances. |
| Fidelity | MX | 45% | 61% | |
| Robinhood | Plaid | 87% | 84% | Holdings are not supported for accounts connected through Finicity. |
| Vanguard | Plaid | 75% | 95% | Vanguard blocks new connections and updates from 9-5pm eastern time. May display inverted transactions. There is an issue affecting Vanguard which causes valid transactions to be missing for cash management accounts from the data returned by Plaid's APIs. |
| Wells Fargo | Finicity | 81% | 91% |
Sets a limit on nightly refreshes, preventing timely updates. A force refresh should work. |
To see the current statuses of all institutions, log in 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
| Issue | Date |
|
[RESOLVED] Robinhood is showing incorrect balances. There is a known issue impacting Robinhood connections. |
February 4, 2025 |
|
Coinbase has updated their API and changed the way they send data, specifically the way they report ETH holdings to third parties. Some users have had success in fixing this by updating their login credentials. |
January 23, 2025 |
|
[RESOLVED] Bank of America experienced downtime impacting adding new accounts and updating existing accounts. |
October 2, 2024 |
|
Plaid and Finicity have stopped supporting connections to Student Loan Servicers. Institutions that are no longer supported include: - MOHELA |
August 27, 2024 |
|
U.S. Bank - Plaid connection re-authentication issue is currently causing outdated balance and missing transactions. Connecting through Finicity is recommended. |
November 2024 |
|
Schools First FCU - Finicity reported this financial institution is preventing or limiting aggregation, preventing customers from accessing their transaction data. We do not have an ETA for when the connection will be working again. |
November 2024 |
| Name | Default data provider | Date | Update |
|---|---|---|---|
| American Express Personal Savings | Plaid | June 2024 | The main American Express connection now supports savings accounts. |
| Discover Student Loans | Plaid | August 3, 2023 | Connection is now available. |
| Fidelity Credit Cards | Finicity | June 2024 | The main Fidelity connection now support credit card accounts. |
| USAA | Finicity | July 2024 | USAA will be performing a series of data center maintenance on July 20, 21, 24, 27 & 28th, during the hours of 0000-0700 CST. During this time new connections may fail and existing accounts may not update. |
Learn more about how to view your full financial life in one place with our Guide to Connecting Your Accounts.