Looking to streamline the process of entering your transactions? You can link your bank in Aplos to pull in a list of your most recent transactions using Bank Integration. Navigate to Bank Integration from the Fund Accounting tab -> Transactions -> Bank Integration.

The first step is to search for your financial institution.

When searching for your institution, you will notice two bank integration providers are offered. You can either search globally by typing in the name of your institution, or you can click on one of the providers to search for it individually.

If you search globally, type the name of your institution within the search field. Then choose the provider you'd like to continue with. You'll notice in the example below that the institution being searched for is Chase Bank.

View the results for your institution and choose the appropriate option from one of the two providers. Depending on which provider you continue with, the login process will be a bit different. Once connected successfully, you will see your institution populate in the Connected Institutions section

Connecting With Plaid

If you choose to connect with Plaid:

1. Click on the institution name you'd like to integrate with.
   • This will open a new window to continue with your login process.
2. Click on the institution you are attempting to integrate with, or search for it by typing the name of the institution within the search field.
3. Enter the login credentials requested
   
    
4. After you have entered your user credentials correctly, you will receive a success message. Click "Continue" to move to the next step.
   
    
5. Wait for the screen to process and then view your institution shown on the list of Connected Institutions.

Connecting With Finicity

If you choose to connect with Finicity:

1. Click on the institution name you'd like to integrate with.
2. Accept the terms of use by clicking the next button.
    
3. Enter in your online banking login credentials and click submit.
    
4. It will then ask you to verify your identity by receiving a code to the method of choice you have on file with your bank. If there is more than one you have available, select which one you would like to receive the code to and click continue
    
5. Enter in the received code to the "answer here" box and click continue.
    
6. Wait for the screen to process and then view your institution shown on the list of Connected Institutions.

Reauthorizing or Reconnecting to Your Bank

For security purposes, you may need to periodically reauthorize your bank to retrieve your transactions. The system will send you a notification if this is needed. If you navigate to your bank integration screen you will see an "update login" button that will prompt you to refresh your bank connection. If you have difficulty connecting to your bank, you may need to log in directly to your bank account to clear a prompt or message first. Once you have successfully logged in, connect to your bank again in Aplos.

To learn more about troubleshooting any errors you receive, check out our Bank Integration Troubleshooting resource.