Troubleshooting: Bank Connections

The first attempt to connect your bank account to Ambrook may be unsuccessful for a number of normal reasons. This article covers the steps you can take to connect your bank depending on the situation

If you can't find your bank at first when searching the connection options, you should try entering the URL address that you go to when logging into your online banking portal in the search bar. If your bank still does not appear as an option you may need to Import Transactions, which you can read more about here.

Ambrook works with a number of connection partners to securely connect to bank accounts and automatically sync transaction data.

If after entering your login credentials your bank connection request times out, you can re-attempt a connection by clicking the "Retry the same connection" button shown below. This will trigger a connection attempt with a different connection provider.

If you accidentally exit out of this dialogue before selecting "Retry the same connection" you can also trigger a new connection from the "New" button in the upper-right of the Connections screen.

When you first search for your bank you may see multiple connections options, such as separate options for personal vs business accounts. If your first connection attempt does not work, or the login credentials are showing as invalid, it may be because you need to try using one of the alternate connection options.

Selecting "Try a different connection" will bring you back to the bank search screen where you can select a different connection option.

Some banks such as Farm Credit or PayPal are known to not support automatic syncing or provide faulty transaction data. If you use one these institutions Ambrook will notify you during the connection process, and we recommend using the transaction import method described below.

If you are unable to connect your account, Ambrook has a simple transaction import process which you can access be selecting "Import Transactions" from the options menu. Doing this will require downloading a CSV file of transactions from your bank, but once that is in hand we have a guided process for getting these transactions into the system depending on the formatting of the file. For more details on that process you can read here.

If you want to get more information about why your bank is unable to connect, or would like guidance on importing transactions, you can reach out to support by clicking the "Get Help" button at any time.