Connecting a bank (Plaid)
A bank transaction is missing or out of date
Use Sync Now, understand automatic syncing, and re-connect a bank when needed.
Most of the time your linked transactions arrive on their own. If something is missing or looks stale, these steps usually sort it out.
- 01
Tap Sync Now
Open your linked bank and tap Sync Now to fetch the latest right away, rather than waiting for an automatic update.
- 02
Give it a moment
Banks sometimes post transactions a day or two late. A pending charge may appear once your bank finalizes it.
- 03
Re-connect if asked
Occasionally a bank requires you to confirm access again. If Vault asks you to reconnect, run through Plaid's secure screen once more.
Banks periodically require fresh consent for continued access. Reconnecting through Plaid restores the secure connection.
Email support@obsidianridgelabs.com, a real person will reply.