VRTrust now includes a Manage Bank Connection modal that allows users to pause, reconnect, or resume bank syncing without removing the bank connection entirely.
Who This Applies To: This article is intended for VRTrust users managing connected bank feeds through Plaid integrations.
Open the Manage Bank Connection Modal
To manage a connected bank account:
Navigate to an area of the platform displaying a Plaid-connected bank account
Select Manage Bank Connection
This opens the bank connection management modal.
Pause Bank Sync
To temporarily stop importing new bank records:
Select Pause Bank Sync
Confirm the action
While paused:
The bank connection remains intact
New bank records will no longer sync into VRTrust
Resume Bank Sync
To reactivate syncing:
Reopen the Manage Bank Connection modal
Select Enable Bank Sync
Confirm the action
VRTrust will resume importing transactions from the connected account.
Reconnect a Bank Feed
If credentials have changed or the bank feed needs to be refreshed:
Open the modal
Select Reconnect Bank Sync
Follow the prompts to reconnect the account
Tip — try a manual fetch first. If records have simply stopped arriving, go to Connections, filter for Plaid, and click Fetch to pull the latest records before reconnecting.
⚠️ If Fetch and Reconnect both fail: the underlying Plaid source may be fully inactive. Do not add a new bank account as a workaround. Reach out in the support chat and the team will re-establish the feed on your existing account. Adding a second account for a bank you already have causes new deposits to post to the old account's GL ledger, which stops Bank Reconciliation from matching and blocks owner statements.
Reconnect with a Different Bank Login
Use this option when the bank login the feed was originally connected with can no longer be used.
For example, the connection was set up under a former employee's or virtual assistant's personal login, the username at your bank has changed, or Plaid reports that the username is incorrect. You keep the same bank account in VRTrust, so your bank account, its ledger, and your matched history stay in place. Only the saved login is replaced.
Open the Manage Bank Connection modal and select Reconnect Bank Sync.
If the old login no longer works, VRTrust tells you that your bank login changed and offers to create a new bank connection. Select Create new bank connection. You can also choose Reconnect with a different bank login if that option is shown.
Sign in to your bank through Plaid with the new login and select the account that matches your VRTrust bank account.
Confirm the Bank Feed Start Date. VRTrust suggests the day after your last imported bank record. Change it if needed, so you do not import records you already have.
Confirm to link the new connection to your existing VRTrust bank account.
⚠️ Only use a different login if the current one no longer works. Reconnecting with a different login replaces the saved credentials. If you reconnect an account whose current login still works, the bank can send records VRTrust already has again, and those records can be imported as duplicates. If you are shown a warning that your current credentials still work, cancel and use Reconnect Bank Sync with your existing login instead. If you are unsure, check with support before continuing.
Do not use Add account to connect the new login. That creates a second bank account and splits your records across two ledgers. See Don't add a new bank account to fix a broken feed (VRTrust).
Why This Workflow Matters
These controls provide additional flexibility for managing bank feeds without needing to fully disconnect and recreate bank connections.
Need help?
If you have questions, reach out to our support team via the help chat and we'll be happy to assist.