Bank connection messages

Open Company Texts

Open Bank Feeds for the company and select Company texts. The dialog shows the equal company owners whose contact information is managed in Company Settings, the owner selected for bank outreach, Tally client-request settings, a manual bank connection request form, and any open requests.

Choose the owner who should receive bank connection texts. This selection does not make that person a primary owner or change access; it only routes bank outreach. If a name or cell phone is missing, select Edit company info and complete the owner in Company Settings. Bank Feeds never stores a separate copy of the number.

Send One Company Bank Task

Contact Client sends one secure no-login task link. That page is the tracker for every selected down feed and every requested new bank or card. Each send attempts both text and email, and either channel can succeed on its own.

When no feed is down, the dialog starts in add-new-bank mode. When any feed is down, choose reconnect, add a new bank or card, or both before sending. Tally asks the same question when the request is vague. She does not guess.

A first-time row is only for a bank or card that is not already on file. If the requested account already exists, LedgerHQ stops the send. A broken match is offered as a reconnect on the same task. A healthy match needs no new connection.

Under Banks and cards to connect, tap a bank in the Popular banks grid or type the name of each bank or card. Each one gets its own numbered row; use Add another bank or card for more. Tapping a selected bank again removes it. The grid offers Chase, Bank of America, Wells Fargo, Citi, Capital One, and other common banks.

Reconnect uses the existing Plaid Item first. A finished login is not the same as a fixed feed. The row stays in checking-feed until LedgerHQ verifies delivery. If Plaid still has no valid accounts, the existing Item stays and the row needs firm follow-up.

Two down feeds, or a down feed plus a new bank, share one text, one email, and one task page. Each reconnect row updates its own Item.

On the owner's task page, open requests are listed first, each with a Connect this account button. Banks already connected are listed below with an Add another account from link for that bank.

A new-connection row closes when the owner finishes the bank login started from that row. The firm's request shows the accounts that were connected. If their last four digits do not match the digits on the request, the row shows a Different account pill so the firm can check that the right account was connected.

Resend A New Bank Connection Request

New bank connection requests have two firm controls, on the request page and on the request's row in Client Requests:

• Resend now sends the owner a fresh secure link by text and email from the firm.
• Resend every 48h keeps resending the link every 48 hours from the firm until the owner connects. It works even when Tally AI is off or Tally is paused. It starts off on a new or reopened request.

When Tally owns the request and Tally AI is on, the toggle shows Managed by Tally and Tally sends the follow-ups instead. Reconnect and statement requests do not have these controls.

Choose What Tally May Request

Open the company's CRM Client Portal tab and use Tally client requests to control Bank connection requests. Company Tally AI must also be on for automatic outreach. Turning the bank-request permission off prevents automatic creation and follow-ups; it does not erase request history.

Tally-owned bank tasks follow up by text and email every 48 hours after the last delivered contact, without a reminder cap, while eligible. A connection, client reply or closure stops reminders. Each send refreshes the bank invitation details behind the secure task link.

Reconnects work the same way. When a connected bank first needs a login, the owner gets one reconnect text and email from Tally, then a reminder every 48 hours until the bank is reconnected. See How Tally watches your bank connections.

Missing-statement outreach is controlled per account by Automatically request missing statements in reconciliation settings. The old company-wide Statement requests switch is retired. See Regular reconciliation settings.

Manual sends remain available from Contact Client regardless of these settings. Archived companies do not receive new requests.

Review Open Requests

The bottom of the dialog lists open bank connection requests. Each open request shows the account or institution, any advisor note, how many texts have been sent, and when the next reminder is due. If reminders have stopped, follow up manually or send a new request after confirming the phone number and account details.

Do not put bank credentials, card numbers, private tax information, or long instructions in the note. Keep the text focused on which account to connect or reconnect and why the firm needs it.