Welcome to Fintify !
By installing Fintify you have taken the first step towards getting control of your money.
Fintify is a one of a kind all-in-one international money app which allows you to monitor all your financial accounts, across assets and liabilities in the UK and in India in a single application.
Bank accounts (Savings, Current, ISA’s), Term Deposits (FD’s), Credit Cards, Loans and Mortgages, Investments (Mutual Funds, Equities, Bonds), Pension Funds, EPFO, NPS, Insurance policies incl. ULIPS, Wallets (Paytm-India) are all supported on Fintify. Currently Fintify supports over 300 institutions across UK and India.
You can even add accounts manually to track your offline financial assets like – Real Estate (Residential, Commercial, Land) and also Cash in hand etc.
To make the most of Fintify you need to start linking your accounts to the application. Linking is a one off process which will allow us to refresh your accounts from your bank/financial institution on a regular basis.
The security and privacy of your data is our highest priority. Our multi-level security protocol ensures that your account information is safe and confidential. No one at Fintify has access to your credentials or your confidential financial information.
To start linking your accounts you can follow the steps below:
- Click on the Add Account Icon on the Dashboard or the + icon on the Accounts screen.
- In the next screen you need to select your institution from UK or India from the list or search for your institution by typing the first few letters of the institution name.
- Add your account credentials and once they are verified by your bank/institution your account linking process will start in the background. Linking an account and to sync all transactions can take between 2-10 mins depending on the volume of data and response from the Bank/Institution.
- You can start linking another account while the current account linking is in progress.
Fintify refreshes accounts as per a pre-defined schedule depending on the type of account, you can manually refresh all your accounts as well as per your requirement.
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* Manual account update would be required for accounts which need an additional authentication like a one time password (OTP) or a Captcha to be entered before the account can be refreshed.
- You can manually refresh your accounts from the Manage Account screen on the app.
- Click on the gear icon next to the account you wish to manually refresh
- Select the “Refresh” icon from the menu.
- You might need to enter an OTP or additional security information based on your bank/institution.
We will be launching the Open Banking – User consent based account linking for UK users in August 2019. This will make the account linking process even more simple for our users.
For any queries related to account linking, usage of the app, errors or issues in functionality please reach out to us on: support@fintify.com
Team Fintify
