Connection Issues

Having trouble connecting your bank account? Here are solutions to common problems.

Bank Not Found

Problem: Your bank doesn't appear in the search results.

Solutions:

• Search by the bank's full official name
• Try alternative names (e.g., "Bank of America" vs "BofA")
• Check if your bank has separate consumer and business portals
• Some smaller credit unions may not be supported by Plaid

Login Failed

Problem: You entered credentials but the connection failed.

Solutions:

1. Verify your credentials are correct by logging into your bank directly
2. Check if your bank requires additional verification (security questions, 2FA)
3. Ensure you're using the correct username format (some banks use account numbers)
4. Try again in a few minutes - banks occasionally have maintenance windows

Two-Factor Authentication Issues

Problem: 2FA codes aren't working during connection.

Solutions:

• Make sure you're entering the code quickly (they expire fast)
• Check that your phone's time is synced correctly
• Try the SMS option if authenticator app isn't working
• Some banks send 2FA via email - check your inbox

Connection Timeout

Problem: The connection process times out before completing.

Solutions:

• Ensure stable internet connection
• Try a different browser
• Disable VPN if using one
• Try during off-peak hours (evening/weekend connections can be slower)

"Account Already Linked" Error

Problem: You see an error that the account is already connected.

Solutions:

1. Check your existing connections - you may have linked it previously
2. If you need to relink, first remove the existing connection
3. Contact support if you believe this is an error

Bank Requires Re-authentication

Problem: A previously working connection now requires re-authentication (shows "Needs Attention").

Solutions:

• This is normal - banks periodically require re-verification
• Go to Settings > Bank Connections
• Click the Reconnect button next to the affected account
• Enter your current bank credentials
• Complete any 2FA prompts

Still Having Issues?

If none of these solutions work:

1. Note the exact error message
2. Take a screenshot if possible
3. Use the Contact button in the sidebar to reach our support team
4. Or email team@propflowtrading.com with details

Include information about:

• Your bank name
• The exact error message or behavior
• When the issue started
• Steps you've already tried