How do I link my accounts to my Fruition Folio?
Linking your accounts in Folio
Last Updated: October 17, 2024
Linking your accounts to your Fruition Folio is seamless and secure. Follow the simple steps below to get started:
- Navigate to the Add Account section in your Dashboard
- Select your bank or financial institution
- Securely log in using credentials specific to that financial institution
- Select the account or accounts you wish to connect and sync to your Folio → We recommend connecting all accounts from a financial institution to avoid losing data. If you add additional accounts from an already connected financial institution, you must reselect previously connected accounts so historical data is not lost.
- Confirm and refresh your Folio to see transaction and account data