The amount of transaction history available in your account depends on the type of account you are connecting. Here’s what to expect:
Investment Accounts
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Investment accounts start tracking transactions from the day you connect them.
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Past transaction history before the connection date is not available.
Spending Accounts (Credit Cards, Checking, Savings)
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Spending accounts can pull up to two years of transaction history.
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The exact amount of history available may depend on the financial institution.
Some institutions allow data aggregation for a shorter amount of time. For example, Capital One only allows access to 90 days of transaction history.
If you have any questions about your transaction history or need further assistance, feel free to reach out to our support team!
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