How to Connect Accounts with Providers

This guide will walk you through the process of connecting your external accounts to automatically sync and track your assets and liabilities in Findex.

Last updated 9 months ago

Getting Started

You can connect accounts from either the Assets or Liabilities section:

  1. Navigate to the Portfolio section in the left sidebar

  2. Click on either Assets or Liabilities depending on what you want to sync (it does not however matter which page you decide to start from as all is retrieved at once.)

  3. Click the blue "+ Add Asset" or "+ Add Liability" button in the top right corner that is available on the respective page.

Choosing Automatic Connection

When the modal window appears:

  1. Select "Connect Account" under the "Add Assets/Liabilities Automatically" section

  2. This will take you to the provider selection screen

Selecting Your Provider

  1. Browse through the list of available financial institutions and providers

  2. Select your bank or financial provider from the list

  3. Click on the provider to begin the authentication process

Authentication Process

  1. You'll be redirected to authenticate using your provider's security method (e.g., Swedish BankID)

  2. Log in with your credentials as you normally would

  3. Grant Findex permission to access your account information

Important Security Notes:

  • Findex only has read-only access to your accounts

  • We cannot perform any transactions on your behalf

  • You can revoke access at any time through your Findex settings

  • Your data is encrypted and secure

Selecting Assets and Liabilities to Track

Once authenticated, you'll see all available items from your connected provider:

  1. Review the list of discovered assets and liabilities, which may include:

    • Listed equities

    • Pension accounts

    • Savings accounts

    • Loans and mortgages

    • Credit card balances

    • Other investment products

  2. Select which items you want to track in your Findex portfolio

  3. You can choose all items or select specific ones

Completing the Connection

  1. Review your selections

  2. Click Save to add the selected items to your portfolio

  3. The connected assets and liabilities will immediately appear in your respective lists

Automatic Updates

Once connected:

  • Values are automatically tracked and updated multiple times throughout the day

  • Updates continue as long as the connection session remains active

  • Session duration varies by provider:

    • Some banks allow connections lasting weeks

    • Others require reconnection after a few days for security reasons

Maintaining Connections

  • When a session expires, Findex will notify you to reconnect

  • Reconnecting is simple - just repeat the authentication process

  • When you reconnect, Findex will:

    • Update all previously connected assets and liabilities

    • Fetch any new items from your accounts

    • Maintain your historical data

Managing Connected Accounts

You can manage your connections at any time:

  • View all connected providers in your settings

  • Disconnect providers if needed

  • Add new providers as your financial situation changes

Tips

  • Connect all your financial accounts for a complete net worth overview

  • Check periodically for new providers added to Findex

  • Set up notifications for when connections need to be renewed

  • Regular syncing ensures your portfolio data stays current

Need Help?

If you encounter any issues while connecting accounts, please contact our support team through the help center or visit our FAQ section for additional guidance.