Stuart Lawder

Managing your connected accounts in Frank. 

Managing Accounts

Accounts

Manual Accounts

Change how your account information is displayed in Frank.

Edit an Account

How to see activity across your connected accounts.

Transactions

Learn about the specifics of your account details page.

Account Details

Assets

Feedback

Roadmap

Changelog

Abigail Sealy

Getting Started

Welcome to Frank! You’ve created your account. Now let’s get Frank set up to start monitoring your money.

Answers to what you're probably already wondering.

Common Questions

Christine Nero

Learn what Frank is monitoring and what needs your attention.

Health & Monitors

Understand your monitors, statuses, and alerts.

Health Overview

Learn more about monitors and how they protect your finances.

How Monitors Work

Frank has the following monitors available and automatically activated.

Available Monitors

Learn how Frank alerts you when something needs your attention.

Understanding Frank Alerts

Chat

Chat Overview

Manage your connected accounts and transactions.

Finances

Connected Accounts

Connect an Account

How to make changes to an account you've already added.

Update a Connected Account

How to manually fetch data if your account is not auto-refreshing.

Force an Update to a Connected Account

Troubleshooting

How to add business investments and accounts.

Other Account Types

Manage your profile, security, preferences, and subscription.

Settings and Billing

Profile

Managing Your Profile

Customize Frank and manage important memories

Frank

Manage the details Frank remembers from your conversations.

Memories

Customize Frank

Security

Change your Frank password from your account security settings.

Resetting Your Password

Manage your account security, cookie preferences, and account deletion.

Cookie Compliance

Learn how account access works for couples and family members.

Share Account Access

Canceling or updating the billing info on your account.

Billing

How to cancel if something doesn't work out.

Cancel Your Subscription

Updating Your Billing Information

Mobile App

Available on the App Store and Google Play