Understand connection states and take the recovery action that matches what you see.
Open Connections and find the status beside the affected bank or brokerage.
Status
What to do
Disconnected
Select Reauthorize from the connection’s menu when access or credentials need renewal. If you revoked consent, the connection is being removed instead and cannot be reauthorized.
Pending verification
Complete the multi-factor challenge requested by your bank.
Bank outage
Wait for the bank to recover. You do not need to reconnect.
Waiting for bank
Wait while the provider retrieves accounts for the new connection.
Stuck
Use Retry. This appears when the initial account fetch has not completed within three days.
Preparing accounts
Wait while Redbark prepares the accounts or finishes the active sync.
Needs attention
Open the connection menu and follow the available recovery action.
Connected
The connection is healthy. Check the sync Activity Feed if data is still missing.
Open the affected sync. Its banner identifies whether the problem is the bank connection, expired consent, destination authentication, deleted destination resource, configuration, or a data write.Use the action shown in that banner. Temporary provider limits show as Waiting and retry automatically, so reconnecting or repeatedly pressing Sync Now is unnecessary.See Connections and Sync activity for the complete status reference.
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