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Feature

Feature

Nov 14, 2023

MX & Finicity Search

MX & Finicity Search is now available on Mac and iOS!

If you don't see all of your financial institutions supported in the Plaid link search, you can update the Copilot app to the newest version and then follow the steps below to search our additional aggregators (MX and Finicity), for additional connection options:

  • Tap add > in the Accounts tab next to the main type of account you have with the institution

  • Tap Link an institution, then re-select the main type of account you have with the institution

  • Tap Not on Plaid? Try other ways to connect

  • Search for your institution (we recommend searching by the institution's name, or the URL you use to login to the account on a web browser)

If you're unable to find your institution in this search, or run into issues connecting to all available integrations for your financial institution, please let us know via the in-app chat.