If a client already connected a bank to LedgerSync and then opens new accounts under the same login, will the new accounts be added to LedgerSync automatically?
It depends on the type of connection made between LedgerSync and the financial institution.
In the Add Bank Connection window, when you click Pick Manually, LedgerSync offers five connection types: Statements & Transactions (Using Mastercard API), Premium Bank Connections, MX, Mercury and PDF. This article covers two of them:
If a new account does not appear in LedgerSync, go to the Client List and click Synchronize on the client's row. LedgerSync then adds the client's accounts that MasterCard has found and that are not in LedgerSync yet.
Synchronize does not bring back accounts that were deleted in LedgerSync. Deleting a connection removes all of its accounts from LedgerSync, so if the new account still does not appear, contact support before you delete anything.
This is LedgerSync's own technology to fetch data. With connections found under "Premium Bank Connections", yes: when the bank data is refreshed, any new bank account automatically comes into LedgerSync. Any unwanted bank connections can be deleted.