Recommended standard connections for bank feeds

View the available and preferred standard connections that you can use to connect to a bank feed. Your success depends upon many factors and we cannot guarantee that each bank connection will succeed.

To find out more about how bank feeds work, tips on connecting, and whether your bank is supported, read Bank feeds—Overview. For help with issues connecting, check out our troubleshooting topic.

Use the Bank transaction assistant file import to import missing bank feed transactions, or if your bank does not offer a bank feed connection.

Currently available and preferred standard connections

Standard connections are available for free. Some connections require additional setup before you can connect. Learn how to connect accounts using the service provider FISPAN, or how to connect to a Bank of America CashPro account.

United States

United States standard connections
Bank Account type Service type Service provider

Airwallex

All accounts

 

Sage

American Express

Credit Card—Personal and Business

Owned by an individual

Plaid
via API connection

Credit Card—Corporate

@Work account for accounts owned by a corporation

Plaid
via API connection

Bank of America

Retail

 

Plaid
via API connection

Commercial

CashPro Online

Sage

Need help troubleshooting credentials?

BMO

Commercial

 

FISPAN

Capital One

Retail

 

Plaid
via API connection

Chase

Commercial, Retail

Available credit card accounts:

  • Ink Premier
  • Ink Cash
  • Ink Unlimited
  • Ink Preferred
  • United Business Card
  • United Club Business
  • World of Hyatt Business

Plaid
via API connection

If you are connecting more than one account, create a financial institution.

Chime

Retail

 

Plaid
via API connection

Charles Schwab

 

Retail

 

Plaid
via API connection

Citizen Bank

Commercial

AccessOptima

FISPAN

City National Bank

Commercial

EASI

FISPAN

Commerce

Commercial

Connections Direct

FISPAN

Customers Bank

Commercial

Early adopter

FISPAN

First Citizens Bank

Commercial

Early adopter

FISPAN

Goldman Sachs

Commercial

Early adopter

FISPAN

J.P. Morgan

Commercial

Access

FISPAN

Key Bank

Commercial

 

FISPAN

PNC Bank

Commercial

Pinacle

FISPAN

Silicon Valley Bank

Commercial

 

FISPAN

Commercial

SVB Go

Plaid
via API connection

Are you experiencing service disruptions?

TD Bank

Commercial

eTreasury

FISPAN

Santander Bank

Commercial

Fusion

FISPAN

Stifel Bank

Commercial

 

NinthWave

U.S. Bank

Retail

 

Plaid
via API connection

Wells Fargo

Commercial

Vantage

FISPAN

Retail

 

Plaid
via API connection

Canada

Canada standard connections
Bank Account type Service type Service provider

Airwallex

All accounts

 

Sage

BMO

Commercial

 

FISPAN

South Africa

South Africa standard connections
Bank Account type Service type Service provider

FNB

Business

 

Sage

FNB

Commercial, Retail

 

Sage

Investec

Most accounts including credit cards

 

Sage

NedBank

Commercial, Retail

 

Sage

Standard Bank

Business

 

Sage

DigiME profile required

United Kingdom

UK standard connections

Bank

Account type Service type Service provider

Airwallex

All accounts

 

Sage

Allica Bank

Business

 

Sage

Anna Money

Business

 

Sage

Bank of Scotland

Business

 

Sage

Bank of Scotland

Commercial

 

Sage

Bank of Scotland

Personal

 

Sage

Barclays

Business

 

Sage

Barclays

Corporate

 

Sage

First Direct

Business

 

Sage

HSBC

Business

 

Sage

HSBC

Kinetic

 

Sage

HSBC

Personal

 

Sage

HSBC

net

 

Sage

Halifax

Business

 

Sage

Lloyds

Business

 

Sage

Lloyds

Commercial

 

Sage

Lloyds

Personal

 

Sage

MBNA

Business

 

Sage

Marks and Spencer Bank

Business

 

Sage

Monzo

Business

 

Sage

NatWest

Business

 

Sage

RBS

Business

 

Sage

Santander

Business

 

Sage

Ulster Bank

Business

 

Sage

Australia

Australia standard connections

Bank

Account type Service type Service provider

Airwallex

All accounts

 

Sage

European Union

EU standard connections

Bank

Account type Service type Service provider

Airwallex

All accounts

 

Sage