Copilot

Accounts Tab Overview

How to create a new connection, add new accounts to an existing connection, or connect a second set of credentials with the same institution

How to mark an account as closed or hide an account

Learn how manual account balances and transactions work together in Copilot

Tips for keeping your bank accounts up to date

How to handle use cases related to account connections

Managing joint bank accounts and handling duplicate transactions.

Details about Fidelity accounts connected via Akoya

Information on connecting with our direct Capital One integration

Learn how the color-coded dots in your credit card accounts reflect your credit utilization

Learn how to track all your assets in Copilot

Frequently asked questions regarding your accounts.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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