Monarch connects to thousands of financial institutions. We will always display the connection status of each financial institution on your Accounts page. Most connection issues resolve themselves within a day. So, if you see an error, it's helpful to come back a few hours later and try again. As a workaround you can also add it as a Manual Account to track your balance so that your net worth is more accurate.
Here is a list of connection issues we're currently aware of and working on long term solutions. (last updated November 30, 2020)
Capital One - All accounts. Unfortunately this is a persistent issue and we do not have an ETA when the connection will be working again.
Charles Schwab - New accounts cannot be added. Already connected accounts are not updating.
Barclaycard - Transactions are duplicated multiple times
American Express - All accounts - transaction updates are days behind
Wells Fargo - MFA accounts
Robinhood - MFA accounts need to connected every time, *Sep 1 Some accounts are showing an incorrect balance
Fidelity - Institutional Asset Management accounts, MFA accounts of any type are not supported
Ally - Some customers are not receiving their MFA code via text message.
Nationwide Financial 401k - All accounts
Franklin Templeton Investments - All accounts
Earnest - All accounts
Transamerica - All accounts
Cadence Bank - All accounts
SoFi - *Sep 1, 2020 Connection is down temporarily. MFA Accounts are not supported.
HSBC - All accounts
UBS - Errors when adding new accounts
Volvo Car Financial Services - some account balances are returning as $0
Citi - MFA Accounts
TIAA - new accounts - shows as an invalid credentials error when login is correct
PNC - Home Equity Accounts are incorrectly returning a $0 balance
Target REDcard - New accounts cannot be added. Already connected accounts do not update.
ADP Retirement Services - shows as an invalid credentials error when login is correct. Account updates are days behind.
Columbia Threadneedle - some previously connected accounts are not able to be reconnected. Adding new accounts is not impacted.
Star One Credit Union - All accounts
USAA - Transactions are duplicated many times over
Bank of the West BNP Paribas - Loans report a $0 balance
M1 - New accounts cannot be added
Connect Your Care - New accounts cannot be added
Paypal - The PayPal Extras Mastercard issued by Synchrony Bank is not supported. Some new accounts cannot be added and disconnected accounts cannot be re-connected
Wealthfront - Wealthfront Cash accounts are unable to pull in debit transactions properly
Massmutual - new accounts cannot be added
Congressional Federal Credit Union - accounts are not updating with new transaction and balance information
Acorns - returning a zero balance for IRA accounts
Navient - Some loan accounts are missing.
Cenlar - Accounts have not updated since Sep 30, 2020.
Webster Bank - shows as an invalid credentials error when login is correct
Edward Jones - new accounts cannot be added
BPAS Participant Retirement Account - New accounts cannot be added.
Michigan State University Federal Credit Union - Some customers with MFA turned on are not able to connect their accounts.
Northwestern Mutual - This institution is no longer currently supported.
Montecito Bank & Trust - Customers with MFA are not able to connect their accounts.
Amazon Store Card - Some accounts are not able to be connected, a security code is sent, but there is no field to enter the security code.
Park Avenue Securities - Accounts are not updating.
D.A. Davidson & Co. - Client Access - Balances are incorrect.
John Hancock - MyLifeNow - New accounts cannot be added.
T. Rowe Price
BP Credit Cards
Principal Financial Group
Transamerica Retirement Solutions(My TRSRetire) - Participant - Customers with MFA enabled are not able to connect their accounts.
Fundrise - Not all available accounts are being returned when a new Fundrise account is connected to Monarch, this can look like one or more accounts is missing.
If you're having consistent trouble connecting an account in Monarch, please check this list first. If your financial institution is not listed here, please email us at email@example.com