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Your Accounts

Connect all your financial accounts to see your complete money picture.

What You Can Connect​

Banking​

  • Checking accounts
  • Savings accounts
  • Money market accounts
  • CDs

Credit​

  • Credit cards
  • Store cards
  • Lines of credit

Investments​

  • Brokerage accounts
  • Retirement (401k, IRA, Roth)
  • Robo-advisors (Betterment, Wealthfront)

Loans​

  • Mortgages
  • Auto loans
  • Student loans
  • Personal loans

Crypto​

  • Coinbase
  • Kraken
  • Gemini
  • Other exchanges

Supported Institutions​

We support over 12,000 financial institutions, including:

Big Banks: Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC

Credit Unions: Navy Federal, BECU, Alliant, and thousands more

Investments: Fidelity, Vanguard, Schwab, Robinhood, E*TRADE, TD Ameritrade

Fintech: PayPal, Venmo, Cash App, Chime, SoFi

Can't find yours? Let us know and we'll work on adding it!

Managing Accounts​

Checking Account Status​

Each account shows a status:

  • 🟢 Connected — Working normally
  • 🟡 Attention Needed — Needs re-authentication
  • 🔴 Error — Something went wrong

Refreshing Data​

Accounts sync automatically every few hours. To refresh manually:

  1. Go to the account
  2. Click the refresh icon (↻)
  3. Wait a moment for new data

Editing Account Details​

You can customize:

  • Nickname — Give it a friendly name like "Bills Account"
  • Visibility — Hide from dashboard if desired

Disconnecting​

To remove an account:

  1. Go to Accounts
  2. Click the account
  3. Select Disconnect
Heads Up

Disconnecting removes all data for that account from Ant Finance. This can't be undone.

Re-Authentication​

Banks periodically require you to log in again for security. This is normal!

When it happens:

  1. You'll see a yellow "Attention Needed" badge
  2. Click the account
  3. Log in to your bank again
  4. You're all set

This usually happens every few weeks to few months, depending on your bank.

Tips​

Connect Everything

The more accounts you connect, the better your financial picture. Even small accounts matter for an accurate net worth.

Check Weekly

Take a minute each week to make sure all accounts show 🟢 Connected. Fix any that need attention.