Tag
Plaid
- Connect a US bank or cardAsk your AI for a bank link, finish the connection in your browser through Plaid, and your US bank or card accounts start syncing on their own.
- Connect a bank from your phoneOn a phone, the bank link sends your browser straight to Plaid's own page, then brings you back to Pennyweight to pull in your transactions.
- See APR, credit limit and payment due datesAsk your AI for a linked card's APR, credit limit, due date or statement balance. Most of these details need Card & loan details turned on for the bank.
- View investment holdings and gainsAsk your AI what you hold in a linked brokerage account, what it's worth and your gains, once Investment details is turned on for that bank.
- Add older history to a linked bank accountBring years of statements into a bank account you already linked, without counting the same transaction twice, then line it up with your bank's balance.
- Turn on card, investment and recurring detailsTurn on Card & loan details, Investment details or Recurring bills & income for a linked bank, so your AI can read APRs, holdings and recurring payments.
- How and when bank transactions arriveNew bank transactions reach Pennyweight in the background and land in your ledger at your next session. See the timing, pending charges and statuses.
- Can't connect your bankThe Connect your bank page stopped you, or the link from your AI seems dead. Here is what each message means and how to get the connection through.
- Check whether your bank connections are workingAsk your AI whether each bank connection is healthy, waiting on new data, needs a sign-in or has an error, and learn what to do about each one.
- Fix a bank that needs reconnectingYour bank stopped accepting the saved sign-in. Get the reconnect link, sign in at your bank again, and syncing resumes with your history kept.
- How bank connections are securedWhat Pennyweight asks Plaid for, how your bank's access token is stored, which steps need two-factor, and what disconnecting removes.