💎 FinVista · Help Center

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How can we help?

Answers, guides, and tips for getting the most out of FinVista.

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FinVista for Web Using FinVista in your browser

Getting Started Set up your account & first bank

Connecting Banks Plaid, linking, reconnecting

Security & Privacy 2FA, passwords, your data

Transactions Categories, filters, refresh

Billing & Plaid costs Pricing, limits, your spend

Troubleshooting When something's not working

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