Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Bank connections

Find a newly opened account under an existing bank connection

Refresh the discovered account list before starting a second connection.

Updated 2026-11-11

If you opened another account at a bank that is already connected, start with Refresh bank accounts on that connection. This updates the account list available for review without asking you to create another bank connection immediately.

Check the refreshed list

  1. Open the existing bank connection for the correct company and choose Refresh bank accounts.
  2. Look for the new account’s name and last digits. Check its currency and whether it is marked supported.
  3. Select the account if you want it to sync and your allowance permits it. Save the selection and follow any accounting account mapping requirements.

A newly discovered account is not proof that its history has already been imported. Review the selected and mapped counts, then wait for a completed sync before comparing the activity with the bank.

If the account still does not appear, check the account access you granted during bank authorization. Use Reconnect bank when the connection needs renewed authorization, and review the accounts the bank allows you to share.

Keep the original connection in place while investigating. Adding a second connection solely to make the account visible can make it harder to distinguish duplicate discovery from a genuinely separate bank login.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.