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Connect with Yodlee

Yodlee bank integrations provide a secure way to connect your financial accounts to Fiskl, allowing for efficient and automated sharing of your banking data. This integration enhances your experience by providing comprehensive financial services within Fiskl. Yodlee is the primary provider for customers in the United States, Canada, and South Africa

Benefits of Yodlee Integration​

  • Secure connection between your bank and Fiskl
  • Automated synchronization of your banking data
  • Support for multiple bank accounts and institutions
  • Streamlined financial management within Fiskl

Connecting Your Bank Account​

  1. Go to "Banking" in the left menu
  2. Click on "Connect"
  3. Select or search for your bank
  4. Enter your bank credentials as prompted
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Connection details may vary depending on your bank. Some institutions may require additional authentication steps.

  1. Review the list of accounts to sync:
    • All accounts are selected automatically.
    • Deselect any accounts you don't want to sync (if this option is available)
  2. Click "Save & Finish" or "Save & link more accounts" to add multiple banks
  3. Your accounts will now be connected
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After the initial connection, it may take up to 12 hours for our banking data providers to fetch the initial transactions from your connected bank account.

Regional Considerations​

  • Yodlee is the primary provider for users in the United States, Canada, and South Africa
  • You can use both Yodlee and Salt Edge. If your bank or institution is not available try Salt Edge

Maintaining Your Connection​

We recommend checking your bank connections at least every 30 days to re-authenticate and ensure uninterrupted service.

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Not all banks support automatic refresh. In this case you will need to refresh your connection from the banking screen periodically.