Sync Manager tab
Note: Your FI has a choice of two layouts for the Home page. The following content only applies to users who are using the Dashboard. For more information on determining what Home page your FI uses, visit The Home page.
The Sync Manager tab shows all institutions you have linked. In the Sync Manager tab, you can unlink institutions or view the status of currently linked institutions.
Note: The Sync Manager tab is only visible if your FI uses MX Personal Financial Management. See Personal Financial Management for more information.
No linked institutions
Linked institutions
Note: Your experience may be different from the user interface described, based on your financial institution's custom configuration.