Use the last digits and currency alongside the account name when choosing a bank account. Names such as Business Checking can appear more than once, especially when you operate several companies or hold multiple accounts at one institution.
Compare with the statement
- Open a recent statement from the account you want to connect or import. Find the account identifier and statement currency.
- Compare those details with the account list in Institution. A saved financial account may show its last four digits; a connected account may show Ending followed by the bank’s mask.
- Select the matching account and confirm the company before saving or reading import rows.
A mask is a partial identifier. If two accounts share the same last digits, use the bank’s account name, currency and ownership information to distinguish them. Do not guess based on list order.
Missing last digits do not establish that an account is incorrect. Some provider records do not include a mask. Review the other available details and obtain confirmation before attaching activity to an uncertain destination.
When asking support to investigate, provide the partial identifier and company name. Keep full account numbers and bank sign-in credentials out of ordinary messages and screenshots.
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