Understand the status
Each institution can show its current health, last successful sync, and imported accounts. A recent timestamp does not guarantee that your financial institution has posted every pending transaction.Available actions
Sync now
Sync now
Requests a new sync for the institution. The action can take time, and newly imported transactions may appear after the account summary updates.
Reconnect
Reconnect
Opens Plaid so you can repair an expired login, changed password, new multi-factor challenge, or institution consent request.
Update accounts
Update accounts
When available, reopens the institution connection so you can review which accounts Miyo should import.
Disconnect institution
Disconnect institution
Removes the live Plaid connection and stops future syncs for every Miyo account listed under that institution.
Disconnect an institution
1
Review all affected accounts
Expand the institution and note every account listed. Disconnect applies to the institution, not only the row you most recently viewed.
2
Choose Disconnect institution
Open the institution menu, select Disconnect institution, and read the confirmation message.
3
Confirm Disconnect
Confirm only when you want all future Plaid syncs for that institution to stop.
Troubleshoot bank sync
Decide when to wait, sync, reconnect, or contact support.