Connecting accounts
Articles
- How Long Does It Take for My Accounts to Sync?
- How to Choose a Connection Option (Plaid, Finicity, or SnapTrade) When Linking an Account
- Why Can't I Refresh My Account More Than Once an Hour?
- How to Connect Your Employer Retirement Account (401(k), 403(b), 457)
- Which Institutions Can't Connect to Mezzi Right Now?
- What to Do When Your Institution Isn't Listed
- Why Do I Keep Seeing "Repair" on the Same Account?
- How to Connect a Second Login at the Same Bank or Brokerage
- How to Add Fixed Income Assets in Mezzi
- How to Add Cash to Mezzi
- How to Manually Add an Account in Mezzi
- Removing an Institution vs. Removing a Single Account
- How to Connect Your Fidelity Account to Mezzi
- How to Connect a 529 College Savings Plan