Troubleshooting Connections

Monarch connects to over 12,000 financial institutions. You can see the latest connection status for any account directly in Monarch:

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Healthy (Green) means everything is working great

Partial Outage (Yellow) means the connection is reporting issues but may still work. Many connections stay permanently in this "yellow" state but work fine

Down (Red) means the connection is not working but Monarch will automatically try reconnecting every few minutes until it's back up

Troubleshooting Steps

  1. Look at the Known Connection Issues to see if there is a current problem with the institution you are having issues with.
  2. Verify you have the right institution. Sometimes financial companies will have different websites for different types of accounts (bank accounts vs investment accounts). Copy and paste the link in the "Summary" card for the institution to verify you have the right one and the username and password works when logging in directly to it.
  3. Check your security settings. Some institutions will have a settings or preference to disable access to all 3rd party apps (like Monarch). If you have configured multi-factor authentication the settings for enabling access to other apps is usually in the same part of the institutions website as that.

If you still have problems connecting, use the help link inside of Monarch to send us a link to the institution you are having problems with and an explanation of what's not working.

Please do not include your user name and password in your help request.

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