How Monitors Work

Monitors are checks that Frank runs across your financial life to ensure you're avoiding risks and making the most of opportunities.

Think about the multi-point inspection the mechanic does on your car each time it comes in to let you know if anything else needs your attention. Monitors are Frank’s multi-point inspection that runs 24/7, not just when you come in for service.

Currently, Monitors are only available on connected accounts and vary depending on the type of account (for example, a checking account has different monitors than a credit card or investment account). When you connect your account, Monitors automatically activate and start evaluating.

You can see active monitors under the Monitors section on each Account details page.

Additionally, you can visit the Monitors page to see all monitors running across your accounts.

Types

Monitors come in two types:

1. Risks: These are things Frank finds that you should address, because they may cause you to lose money.

2. Opportunities: These are things Frank finds that could help you save more and improve your finances, but aren’t required.

Monitor Details

The text on the Monitors page or in each Monitors section is meant to be a “check engine light,” letting you know that something is up, which is a great first step. But Frank was designed to go beyond simply pointing out problems: he’s here to help you make change.

Clicking on any monitor card will take you to a detailed monitor page where you can see Frank’s Take (what your status means), Next Steps, and History. If there are customization options for that specific monitor, you’ll be able to adjust those here.