Troubleshooting: My Bank Isn't Connected

If you're experiencing issues with your bank not being connected to SortMe, don't worry – we're here to help! Follow the steps below to ensure a seamless connection and retrieve your financial data securely.

Step 1: Access your SortMe account and confirm the linked banks

Go to your SortMe account and confirm the linked banks:

1. Navigate to the Settings section.
2. Verify that the bank accounts are listed, and each has a ‘Connected’ status indicating a successful connection.

For New Zealand Bank Accounts:

Step 2: Verify Akahu Connection

To verify your connection, go to your Akahu account:

1. Click on the Akahu settings link.
2. Once logged in to Akahu, check for the list of connected accounts. Each connected account should have a blue dot, indicating it is successfully linked to your SortMe account.

Step 3: Confirm Account Listing

Review the listed accounts on Akahu and ensure they match the banks you intend to connect. If your desired bank accounts are not listed:

1. Use the 'Connect New Accounts' option at the top of the page.
2. Follow the prompts to select and connect the additional accounts.

For US Bank Accounts:

Step 2: Verify Plaid Connection

Note: Plaid is currently only available to USA SortMe users

To verify your connection, go to your Plaid account:

1. Click on the Plaid settings link.
2. Once logged in to Plaid, you should see a list of currently connected accounts.

Step 3: Confirm Account Listing

Review the listed accounts and ensure they match the banks you intend to connect. If your desired bank accounts are not listed:

1. Go to the 'Connect account information' page, select the accounts you want to connect with Plaid.
2. Follow the prompts to select and connect the additional accounts.

Step 4: Troubleshooting Assistance

If the issue persists, and your connected accounts are not displaying as expected, please reach out to our support team. We're here to assist you and ensure a smooth banking integration experience.

Thank you! 🙂