Manage private financial connections and payment evidence

How to use it

1. Open Home Finance, then Private financial connections. If automatic connections are not enabled, continue with manual mortgage records, costs or statement uploads. Home documents follow household permissions; remove unrelated personal details before uploading.
2. When available, review the requested transactions or loan details and the privacy consent. Prepare a secure connection, then continue with Plaid in a new tab. ResiArk does not collect bank passwords or initiate payments.
3. Return to check authorization. Select which eligible US dollar accounts to use for the active home. Adding a home association does not share personal bank activity with household members.
4. Review connection status and the time of its last completed update. Requesting an update only queues work. Reconnect the existing institution if it needs authorization again.
5. From an existing loan or project, open Linked financial evidence and choose Find a transaction to link. Review a posted transaction, provide a label, and explicitly choose whether to share its amount, date and evidence status with this home.
6. Bank-posted evidence does not prove the payee received or applied a payment. Evidence links do not create expenses or change loan balances. A changed or removed transaction requires another review.
7. Available mortgage observations remain private. Missing values are not supplied by the institution. An escrow balance does not confirm a tax or insurance payment. Continue using statements for allocations and unavailable records.
8. Use Disconnect / manage retention to stop access. Choose whether to keep or delete synchronized data. Disconnection remains pending until the provider confirms revocation; private activity preserves the result. Manual home records remain separate.