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Connection Status

Learn more about your linked bank connection statuses in the app.

Francis avatar
Written by Francis
Updated over a month ago

There are two ways to find the connection status of a linked financial account in the mobile app or on the Rocket Money website:

In the Mobile App

From the Dashboard:

  1. In the Accounts section of the Dashboard tap to expand a category (e.g., Checking, Card Balance, Savings, Investments).

  2. Tap on a specific account to view its details, then scroll down to the Connection Status heading.

Using Settings:

  1. Tap the settings βš™οΈ icon in the top left corner.

  2. Select Linked Accounts.

  3. Tap on a specific account to view its details, then scroll down to the Connection Status heading.

On the Rocket Money Website

From the Dashboard:

  1. Click on a category in the Accounts section located in the top right of the Dashboard.

  2. Select the desired account to view.

  3. The connection status is displayed at the top right of the screen.

Using Settings:

  • Click the settings βš™οΈ icon located towards the top left.

  • Select Linked Accounts.

  • Search for the desired account and click the View button, the status is displayed in the top right of the screen.


Understanding connection statuses

The connection status box shows a few pieces of information about your financial account:

  • First Synced: The first date that this particular financial account was linked.

  • Last Synced: The date that this particular financial account was last synced.

  • Status: The status of this particular financial account. The status reflects whether the account is syncing normally or if there is an issue. To learn about the 4 different statuses, please see this article.

The Sync Account button allows you to manually sync your financial account with Rocket Money Premium. There is usually no need to use this button because your accounts should sync automatically, but sometimes it feels good to just sync and update an account right away.

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