Copilot works with multiple data aggregators and sources to do our best to allow you to see all your data in one place. In addition to connecting accounts for automatic updates, you can create manual accounts and manual holding accounts.

In the iOS app, tap add > across from the appropriate account type section in the Accounts tab to add a new account.

In the Mac and iPad apps, tap the + button next to Accounts in the header.

You can also select the Add a new connection button from the Manage your connections section in Settings.

If you don't see all of your financial institutions supported in the Plaid search or are unable to connect to the Plaid option, you can follow the steps below to search our additional aggregators, for additional connection options:

If you're unable to find your institution in this search, or run into issues connecting to all available integrations for your financial institution, please contact the Copilot team via the in-app chat.

If you open a new account with an institution you already bank with, you might need to grant permission to share the new account data with Copilot.
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Under the Net Worth chart is a section titled Connections Needing Attention. If a connection has new accounts available to add, you'll see the Institution's name and "found new accounts" below. You can tap the Reverify button to the left to re-enter your credentials and to give sharing permission for additional accounts.

If you choose to tap the X option instead, the notification will be cleared and visible under manage > (in the iOS app) or view connections > (in the Mac and iPad apps). You can also access connections management under Connections in the Settings section.

Then, tap on the institution from your list of connections that has a new account to add. This connection may already be surfaced at the top of the list as needing attention.

If given the option to select or de-select accounts to be shared, please make sure to leave the boxes checked for all accounts already linked in Copilot so that we continue to receive updates for those accounts.

If you are sharing your account with a partner, or simply have more than one set of credentials for the same institution, you will need to create one connection per set of credentials for that institution.

We share the following informational pop-up with you when you attempt to connect to an institution you already have a connection with to help prevent users from attempting to troubleshoot by re-adding an account and accidentally creating duplicate accounts.
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If you are creating a new connection for a different set of credentials, you can simply tap Add a new connection to continue.