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Troubleshooting: reconnecting my bank

Verify your banking connection and manage synchronization notifications.

Héctor Emperador avatar
Written by Héctor Emperador
Updated this week

What is the problem?

If you received a message with a verification code from your bank, there may be two reasons:

  • You tried to log in using a new device.

  • Holded tried to reconnect your account automatically, but failed.

How to resolve this

  1. Go to Treasury > Accounts in the sidebar.

  2. Click on the bank that displays an error notification.

    (You will see a message indicating that the connection needs your attention):

  3. Follow the steps your bank instructs you to follow to re-establish the connection.

    • In most cases, they will send you a verification code via SMS that you will need to enter in the bank connection app.

    • In other cases, you may need to log in directly to your online banking to authorize the reconnection.

      ☝🏼 We recommend that you regularly check your connected accounts to ensure that the synchronization is working properly.

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