MX connections stop refreshing after Sunday, August 30, 2026 at 11:59 PM ET. From August 31, Piere supports Plaid connections only, and any institution you have connected through MX will need to be migrated to Plaid. See Migrate Your Accounts from MX to Plaid for step-by-step instructions.
Below are answers to common questions about how this affects your data, customizations, and overall experience. If you don’t have any accounts connected through MX, there’s nothing you need to do.
What happens to my old connection via MX? #
It will stop receiving new data after August 30, 2026. The data already in Piere stays put: your history, net worth, and reports are not altered. The best way to move an institution across is the in-app migration tool, which brings your transaction history and customizations over in one step. See Migrate Your Accounts from MX to Plaid for step-by-step instructions. Connecting the institution a second time without migrating will leave you with duplicate connections, accounts, and transactions.
What happens to my net worth?
Migrating does not change your net worth. If you instead connect the same institution a second time without migrating, both copies count toward your net worth until you resolve the duplicates, so we recommend using the migration tool or hiding the duplicate accounts from your net worth.
Will my transaction customizations be lost? #
No. Any transaction edits you’ve made (renames, recategorizations, notes) will carry over. Your customizations live in Piere, not the aggregator, so reconnecting accounts through Plaid will not overwrite them.
What about my transaction rules? #
Your rules will remain in place. For example, if you set “Starbucks” to always go under “Coffee Shops,” that rule will still apply to transactions after your accounts are connected via Plaid.
I renamed an account. Will that be updated? #
No. If you renamed an account in Piere (e.g., “Chase Checking” → “Vacation Fund”), you will need to re-enter that nickname on the account after connected to Plaid.
Will this affect MyPlan or Moves? #
Potentially, yes! When a new account is connected or removed, Piere will automatically generate a new plan for you. Any material changes will be proposed to you on the MyPlan page.
Will this affect my Budget? #
No. Your budget setup will remain intact. Categories, rollover settings, and spending limits will stay as you’ve configured them. Plaid transactions will continue feeding into your budget automatically and you can always use transaction rules or manual editing to modify any transaction categories.
Do I need to reconnect all my accounts? #
Only the ones connected through MX. Each MX institution needs to be migrated to Plaid to keep receiving data after August 30, 2026. You’ll reconnect that institution once through the Plaid flow using the in-app migration tool, and we’ll guide you step by step. Accounts already connected through Plaid are unaffected and need no action.
Will I lose historical transactions or balances? #
Potentially. Historical data already in Piere will stay put. Plaid will begin feeding new data going forward, and your past data will continue to display seamlessly in your reports, budgets, and trends.
What if Plaid doesn’t support my institution? #
Most major banks and credit unions are supported, but if you can’t find your institution in Plaid’s search, please let us know. We’ll request supporting your institution.
What if I notice duplicate transactions or accounts? #
During migration, some overlap may occur. If it does, you’ll be prompted to prioritize one data source (just like in our CSV import flow). Piere will automatically clean up duplicates based on your selection.
Will I need to re-verify my MFA (multi-factor authentication)? #
Yes. For security, Plaid requires MFA the first time you connect. After that, refreshes should work automatically unless your bank requires MFA each login.