Copilot

Accounts Tab Overview

Frequently asked questions regarding your accounts.

Accounts FAQ

Olivia

Samantha

Accounts

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

Adding and Managing Connected Accounts

Creating Manual Accounts

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

Credit Utilization

How to mark an account as closed or hide an account

Hide and Close Accounts

Real Estate Accounts

Learn how to track all your assets in Copilot

Tracking Your Car and Other Physical Assets

Rafael

How To

Clearing Local Cache in Copilot

Managing joint bank accounts and handling duplicate transactions.

Handling Joint Bank Accounts

Tips for keeping your bank accounts up to date

Improving Connections Performance

How to handle use cases related to account connections

Troubleshooting Account Duplicates

Learn how manual account balances and transactions work together in Copilot

Understanding Manual Accounts

Roger

Troubleshooting

Learn more about the FinanceKit integration for Apple Card, Apple Cash, and Savings

Apple Card, Apple Cash, and Savings

Information on connecting with our direct Capital One integration

Capital One Accounts

Details about Fidelity accounts connected via Akoya

Fidelity Accounts

Unique Integration

How to add your crypto address to Copilot for tracking

Adding Cryptocurrency Addresses

How to find your Bitcoin Extended Public Key

Connecting a Bitcoin Hardware or Crypto Wallet

Options for cryptocurrency support with Copilot

Crypto Support with Copilot

Sergio Campama

Andres

Learn more about connection to our custom crypto integrations

Cryptocurrency

Steps for connecting your Binance.US account with an API Key.

Binance.US API Key Instructions

Steps for connecting your Bitstamp account with an API Key.

Bitstamp API Key Instructions

Steps for connecting your Coinbase Pro account with an API Key.

Coinbase Pro API Key Instructions

Steps for connecting your Gemini account with an API Key.

Gemini API Key Instructions

Steps for connecting your Kraken account with an API Key.

Kraken API Key Instructions

Use an API Key to connect to some of the most popular Crypto Exchanges.

API Key Instructions

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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