Overview
If you added a Premium Bank Connection in LedgerSync and it disappeared shortly after, it was likely removed automatically because the connection was never fully completed. This article explains why this happens and how to successfully complete the setup.
Why LedgerSync Removes Incomplete Bank Connections
When a bank connection is added but not fully completed — meaning the bank's account summary page never loaded successfully — LedgerSync will automatically remove it.
This most commonly happens when:
- Login credentials were entered but a required MFA code or security token was not completed
- The connection process was started but abandoned before the bank confirmed access
- A network interruption occurred mid-setup before the bank returned account data
LedgerSync registers a connection attempt the moment a bank is selected, even before the bank confirms access. If the bank never returns a successful response with account data, the incomplete connection is removed to keep your account clean and accurate — the same way other financial platforms handle failed or abandoned connection attempts.
How to Know if Your Connection Was Fully Completed
A bank connection is fully completed when you can see the account list (summary page) populated under that bank. If the summary page loaded and showed your accounts but the connection was later removed, please contact LedgerSync support — that may indicate a separate issue requiring investigation.
How to Successfully Complete a Bank Connection
- Navigate to the client and click Add Bank Connection
- Select Premium Bank Connections as the connection type
- Search for and select your bank
- Enter your login credentials
- Complete any MFA prompt or security token step when asked — this step is required for the connection to finalize
- Confirm that the account summary page loads and your accounts are visible
Tip: If the security token is sent to your client's phone, coordinate with them before starting the connection so the process can be completed in one session.
Need Help?
If you're unsure why a connection was removed or need assistance reconnecting a bank, contact us at support@ledgersync.com.
Related Articles
- Article 38: How to Add a Bank Feed Connection in LedgerSync
- Article 57: What Bank Connection to Choose
- Article 35: What Does "Customer Does Not Have Associated Accounts" Error Mean?
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