If you've added a new account inside your bank (for example, a new checking account under an existing login) and it isn't showing up in Puzzle, you don't need to reconnect the entire integration. You can add the new account directly through the Integrations page.
If you’ve opened a new account at a bank that’s already connected to Puzzle, such as a new checking or savings account under the same bank login, you don’t need to disconnect and reconnect. You can add the new account to your existing connection in a few clicks.
How to add the new account
In Puzzle, go to the Integrations page.
Find the bank where you opened the new account, and click any account already connected from that bank.
Click View Connection.
Click Add Accounts.
Follow the prompts from your bank, and select the new account when you’re asked which accounts to share with Puzzle.
Once it’s added, the new account will appear on your Integrations page and its transactions will start syncing into Puzzle.
Don’t see the new account?
If the new account doesn’t appear when you click Add Accounts, your bank may not have shared it with Puzzle yet. Try this first:
Go to the Integrations page.
Click the bank connection.
Select Re-sync.
Once the sync finishes, try Add Accounts again.
New accounts can take a day or two to become available through some banks, so if it still doesn’t appear, try again the next day.
Things to know
Don’t add the same bank a second time. If you try to connect the bank again from scratch, you’ll see an error saying the connection already exists. That’s expected. Use the Add Accounts steps above instead.
Different login, different connection. If the new account uses a separate username and password at your bank, it needs its own connection. See Can I Add a 2nd Chase Account? (http://help.puzzle.io/en/articles/8441341-can-i-add-a-2nd-chase-account) for how that works.
Older history may be limited. Some banks only share a limited window of past transactions. If you need older data for the new account, see Why Isn’t All My Historical Bank Data Syncing? (http://help.puzzle.io/en/articles/15972813-why-isn-t-all-my-historical-bank-data-syncing-plaid-data-limitations-by-bank).
Still need help?
If the new account still isn’t showing up after a re-sync and a day’s wait, message us through the chat in Puzzle. Include your bank’s name and the last four digits of the new account, and we’ll take a look.