Managing banking data
Adding Accounts to an Existing Bank Business Accounts
If you need to add more accounts from the same bank to your existing banking data source:
- Go to the Data Sources page
- Find your connected bank business account
- Click "..." (more options) next to the bank business account
- Select "Add accounts"
- A secure Plaid connection window will open
- Authenticate with your bank
- Log in with your banking credentials
- Complete any two-factor authentication
- Select additional accounts
- Choose all the accounts to connect
- Confirm
- New accounts will be added to your existing banking data source
- Account balances are immediately shared with your investors/partners
Reconnecting Bank Business Accounts
Bank connections can expire for security reasons. First, navigate to the Data Sources page. Then simply reconnect the disconnected bank business account by clicking “…” (more options) and then “Reconnect”.
This will open a secure Plaid connection window. Follow the instructions to reconnect your bank business account.
Requesting to Disconnect Bank Business Accounts
Banking data disconnection is different from accounting data. Unlike accounting data, disconnecting banking data completely removes all access to your account balances and transaction history from your investor - not just future syncs.
To avoid miscommunication or unintended data loss, banking disconnection must be done by contacting Verified Metrics support:
- Contact support@verifiedmetrics.com
- Include which accounts you want to disconnect
- Our team will process your request as quickly as possible