How do I link my accounts to my Fruition Folio?

Linking your accounts in Folio

Linking your accounts to your Fruition Folio is seamless and secure. Follow the simple steps below to get started:

1. Navigate to the Add Account section in your Dashboard
2. Select your bank or financial institution
3. Securely log in using credentials specific to that financial institution
4. 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.
5. Confirm and refresh your Folio to see transaction and account data