If a client you signed up has not connected a bank yet, turn on the client reminder in your Client List, or send the client a fresh invitation. Letting the client know what to expect and sharing our security information also helps.

1. Let the Client Know in Advance

Before you send anything, tell your client to expect an SMS or email from LedgerSync asking them to connect their bank accounts. Clients are more likely to act on a message they were expecting.

2. Address Security Concerns Upfront

Some clients worry about the security of sharing bank access. You can share this help center article with them:

Describe LedgerSync's Security

3. Turn On the Client Reminder

LedgerSync can remind your client for you. About every 3 days, it sends the client an email asking them to connect a bank, and also a text message if the client has a phone number on file and has not opted out of texts. To turn it on:

1. Go to Client Actions > Client List.
2. Find the client in the list. You can use the Search client box.
3. In the Bank Connections column of the client's row, click Remind Client. This link shows for clients with no bank connections.

The reminders stop on their own once the client has at least one bank connection. To stop them sooner, click Turn Reminder Off in the same place.

4. Re-Invite Manually

If a client still has not connected, you can send a fresh invitation at any time:

1. In Client Actions > Client List, click Invite in the client's row.
2. Choose By Email or By SMS, then confirm. To send both, repeat the steps and choose the other option.

You can also send an invitation with a direct link to a specific bank from Client Actions > Communication Center. See Four Methods to Invite a Client for the full guide.

Related Articles

• Four Methods to Invite a Client to Add Banks
• Communication Center: Invite Clients to Add or Reconnect Banks
• Re-Invite a Client to LedgerSync

Need Help?

Contact us at support@ledgersync.com.