Fix a bank connection

Summit reads your cards through Plaid. Banks sometimes end that access, for example after a password change or when a connection's consent runs out. When that happens, new charges stop coming in until someone reconnects.

This is admin work. If you don't see these buttons, ask your admin.

Spot a connection that needs help

Go to Cards & banks and look under Bank connections:

• A status other than active means the connection is broken.
• A warning that a connection "expires" on a date means it still works but will stop soon. Reconnect before then to avoid a gap.

Each connection also shows when it last synced.

Reconnect

1. On Cards & banks, click Reconnect Now on the warning, or click Manage on the connection and then Reconnect.
2. Sign in to your bank in the Plaid window and finish the steps.

Summit turns syncing back on when you're done. If you see "Plaid still reports a problem with this connection," try reconnecting again. If the bank fully removed the connection, connect it again from scratch with Connect account.

Catch up on charges you missed

After a gap, pull the missing charges in:

1. On Cards & banks, click Manage on the connection.
2. Under Connection, click Pull Historical.
3. Choose the date range and click Pull Transactions.

Duplicates are handled for you, so it's safe to pull a range that overlaps charges you already have.

Other tools on the connection

On the same Manage page, under Connection:

• Sync Transactions checks for new charges now. Sync on Cards & banks does the same, and Sync all does it for every connection.
• Re-import Accounts brings in card accounts the bank shares through Plaid that aren't in Summit yet, like a newly issued employee card.

Refresh balances on Cards & banks updates the balances shown, without pulling charges.

Still missing a charge? Work through I can't see a charge.