How to refresh your bank connections

When to Refresh Connections

Refresh your bank connections when:

• You see a 'Connection Error' message
• Points haven't updated in over 48 hours
• New cards aren't appearing
• You've changed your bank password
• Connection shows as expired

How to Refresh a Connection

Method 1: From Manage Connections

1. Navigate to My Wallet
2. Click Manage Connections
3. Find the bank that needs refreshing
4. Click the Refresh button
5. Log in with your bank credentials
6. Complete any 2FA if required
7. Wait for confirmation

Method 2: From Error Messages

1. Look for cards with error indicators
2. Click Click Here to Resolve
3. Follow the prompts to re-authenticate

Bank-Specific Refresh Instructions

Chase

• Use desktop browser for best results
• Ensure all cards are selected for sharing
• May need separate refresh for personal and business

American Express

• Connections expire more frequently
• Refresh monthly if having issues
• Complete 2FA promptly

Capital One

• Don't close browser windows during refresh
• Let Capital One handle window closing
• May need to disable pop-up blockers

Citi

• Known for timeout issues
• Try during off-peak hours
• May require multiple attempts

After Refreshing

What to Expect

• Initial sync: Up to 24 hours
• Regular updates: Every 24-48 hours
• New cards: Should appear immediately
• Points updates: Within next sync cycle

Still Not Working?

If refresh doesn't resolve issues:

1. Remove the connection entirely
2. Wait 5 minutes
3. Re-add the connection from scratch
4. Ensure all permissions are granted

Preventing Connection Issues

• Don't change bank passwords frequently
• Keep 2FA methods up to date
• Check connections monthly
• Address errors promptly

Common Refresh Errors

'Connection Denied'

Bank rejected the connection. Check credentials and try again.

'Timeout' Errors

Try during different time of day when bank servers are less busy.

'Invalid Token'

Connection fully expired. Remove and re-add the connection.