- Connecting a bank account Link your bank through Plaid so balances and transactions update on their own. Here is how to connect, what you see while it works, and what to do if it stops.
- Connecting a brokerage account Brokerages such as Wealthsimple or Questrade connect through SnapTrade. Here is how the connection works and what you see when you come back to Mozaic.
- How often accounts update, and row statuses Connected accounts update once a day, and you can sync by hand. Here is what "Synced", "Stale", "Needs sync" and the other statuses on the Accounts page mean.
- Reconnecting a bank or brokerage When a connection breaks, Mozaic shows Reconnect. Here is why it happens and how to restore updates without creating duplicate accounts.
- Banks that update only when you sign in Some banks, such as RBC, ask for a code at every sign-in. Mozaic can then fetch their data only while you are signed in. This is normal, not an error.
- "Locked by your bank" Your bank reported your online-banking profile as locked during a sign-in. Check it on your bank's own website or app first, then try again from Mozaic.
- Adding and editing a manual account Track an account you don't want to connect, or one your bank can't link, by entering it yourself. Here is how to create it and keep its balance current.
- Credit cards, loans and mortgages How debts show in Mozaic, how to enter what you owe, and how to add the limit, rate and payment terms of a credit card, loan or mortgage.
- Stop syncing, disconnect or delete an account The difference between stopping one account's sync, disconnecting a bank and deleting an account, and what happens to your saved data in each case.