Not all data providers are able to connect to all banks, and some data providers might have a better relationship with certain banks than others (read more here: Understanding Data Providers). If you are experiencing issues when trying to connect to your financial institution, or if you prefer to use a data provider other than the recommended default option, you can try connecting with a different data provider. For more information on why Monarch offers multiple data providers, please click here. 

If you already have an institution connected and want to try switching to a new data provider, check out this article to see how to do that without losing all of your transaction and balance history.

Adding your institution using a specific data provider

On Monarch web:

1. 1. 1. Go to your Institution Settings page by visiting your Profile > Settings > Institutions.
      2. Click the "Add account" button in the top right, search for your financial institution's name, and wait for results to populate.
      3. If an alternate data provider is available, you will see a “…” icon to the right of the institution's name.
      4. Click the “…” icon to see Monarch's best choice for connection, along with one or more backup data providers.
      5. Select the alternate data provider and proceed to add your account.
      6. If needed, check out the Transfer Tool to combine duplicate account histories (if you had this account connected previously).

On Monarch mobile:

1. 1. 1. Go to your Accounts tab at the bottom of the app.
      2. Touch the “+” in the top right, search for your financial institution's name, and wait for results to populate.
      3. If an alternate data provider is available, you will see a “…” icon to the right of the institution's name.
      4. Click the “…” icon to see Monarch's best choice for connection, along with one or more backup data providers.
      5. Select the alternate data provider and proceed to add your account.
      6. If needed, check out the Transfer Tool on the web to combine duplicate account histories (if you had this account connected previously).