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Bank Connections
Troubleshoot Plaid integrations, reconnect accounts, and manage linked banks.
Learn moreSecurity & Privacy
Learn about encryption, data handling, and how we protect your information.
Learn moreContact Support
Cannot find what you need? Email our support team for help.
Getting Started
Click Get Started on the homepage, enter your email, and create a password. You will be prompted to connect your first bank account via Plaid. The entire process takes ~2 minutes.
Bank Connections
Try these steps: (1) Log into your bank website or app to ensure your credentials are correct, (2) Disconnect and reconnect the account in Settings → Bank Connections, (3) If the issue persists, email support@promifinance.com with your bank name.
Peer Comparison
We match you to households in the Federal Reserve SCF dataset based on: annual income, geographic region, household size, and age range. This ensures you are comparing apples to apples.
Account Settings
Go to Settings → Billing, click Upgrade, and enter your payment details. Your 14-day free trial starts when you sign up. No charge until the trial ends.
Still need help?
Cannot find what you are looking for? Our support team is here to help.
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