Choose Your Data Provider

If you are experiencing issues with the connection to your financial institution and want to try a connection with a different data provider, or if you have a preference between Plaid and Finicity, you can attempt to connect with whichever provider you prefer!

To add your account using a specific data provider, follow these steps:

  • Using the web app, go to your Institutions page by visiting your Profile Settings > Institutions.
  • Click on "Add an account" and search for your financial institution's name by typing it in.
  • If an alternate data provider is available, you'll see a clickable icon to the right of the institution's name.
  • Click on that icon to view Monarch's best choice for connection, along with one or more backup data providers. 
  • Select the alternate data provider and proceed to add your account.

Check out this video to see these steps in action!

Was this article helpful?
43 out of 83 found this helpful