Troubleshooting Linked Accounts

Troubleshooting Linked Accounts

REI Hub offers the ability to securely connect to many banks and financial institution via one our integrated data providers, Plaid and Yodlee. Accounts linked through these providers automatically receive a feed of imported transactions once they post at your bank. This core feature reduces manual data entry and helps ensure that you have booked all transactions relevant to your rental business. Recently settled transactions are imported daily, usually overnight.

However, sometimes the connection between REI Hub and your bank accounts can be interrupted. This can happen for a few different reasons. For example, security settings can force re-authentication intermittently, or updates to the technology used by your financial institution or the data providers can temporarily pause the connection.

In most situations a refresh button will automatically appear, and refreshing your connection is enough to fix the issues. If no refresh is available or if this option fails to resolve the problem, please reach out to us so we can help troubleshoot further!

To refresh the connection on your Linked Account:

1) Navigate to the Banking page
  1. It is under Accounts on the left side menu.
2) Look under 'Balance' for the Last Verified date to determine account status

  1. If the Last Verified date is current (within the last two days), then your account does not need to be refreshed.
  2. If our data providers detect an error in the connection, REI Hub will automatically display a notification in red with the refresh button:

  1. No error is detected, the notification and button will not display. If the Last Verified date is more than 2 days in the past, but no 'refresh the connection' button is available, please contact the REI Hub support team for troubleshooting assistance.
3) Click the 'Refresh the connection' button
  1. You will be redirected to the data provider's servers to re-enter your log-in credentials and re-authenticate the account.
  2. If successful, your connection will be refreshed. Recent transactions will be imported and the 'last verified' date should now display as current - sometimes this process can take up to 24 hours to complete.
4) If you encounter problems or if the refresh button is not available, please reach out to the REI Hub support team!
  1. Reach us via the Contact Us, email us at, or call us during business hours at 888-939-6865!

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