Common Bank Sync Issues via Plaid in Sunrise by Lendio

Common Bank Sync Issues via Plaid

The following steps will help you troubleshoot issues you may encounter with your bank connection via Plaid. If your specific concern is not addressed in this document, please reach out to the support team: support@sunriseapp.com.

Invalid Credentials

Your financial institution has indicated that the credentials provided are invalid.
  1. Verify that you’re selecting the correct institution in the link, and not a similarly-named but different institution.
  2. Verify that your credentials are legitimately correct by logging in directly to your bank first.
  3. If this fails, contact Sunrise support at support@sunriseapp.com.

User Setup Required

You must log in directly to the financial institution and take some action (agree to updated terms and conditions, or change your password etc.) before Plaid can access your account(s).
  1. Login directly to your bank to see if there are any administrative tasks your bank needs you to complete (e.g. accepting a new agreement page).
  2. Complete any steps requested by your bank.
  3. If this fails, contact Sunrise support.

Item Locked

Your financial institution has indicated that your account is locked; work with your institution directly to unlock your account.
  1. Login directly to your bank to determine if your account is legitimately locked.
  2. If locked, work with your bank to unlock your account.
  3. If this fails, contact Sunrise support.

Item Login Required

Your financial institution has indicated that your password or Multi-Factor Authentication (MFA) info has changed; you will need to re-authenticate via Plaid’s update mode.
  1. Login directly to your bank using the same credentials as you would via in Sunrise via Plaid
  2. If you are unable to login, work with your bank to resolve the problem with your credentials.
  3. If this fails, contact Sunrise support.

Invalid Updated Username

Username provided in Plaid did not match the username with bank.
  1. Confirm that you have actually changed your username with your bank.
  2. If changed, disconnect and relink with Plaid.
  3. If this fails, contact Sunrise support.
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