Connect American Express to Silvia

Before You Start

Have your American Express login and access to your usual verification method ready. Check that you can sign in directly with your institution before starting.

• For American Express card connections, the authorization flow opens a secure American Express window. Use your American Express User ID and password there.
• Review the card accounts and data that American Express asks you to authorize. Finish the authorization and return to Silvia to complete the connection.

Connect Your Account

1. Open Your Portfolio in Silvia

   Sign in and open Assets & Liabilities (or My Portfolio). Select Banks & Brokerages under Add an Asset. If your page has an Add button, choose Add asset first. On mobile, the + button opens the add options.

2. Find the Right American Express Listing

   Search for American Express in the Add Account window. Choose the listing that matches your institution and account type. Banking, credit card, brokerage, and workplace accounts may use different listings.

3. Follow the Connection Prompts

   Silvia opens the connection provider for the listing you selected. Follow the sign-in instructions and complete any verification requested by American Express. You may be redirected to your institution to authorize access.

4. Review Access & Select Your Accounts

   Review the requested data access, select the accounts you want to share when prompted, and complete the authorization. Available accounts and data depend on your institution and connection provider.

5. Return to Silvia

   Finish the connection flow and return to your portfolio. Allow time for the initial sync, then check that your selected accounts appear. Balances, holdings, and transactions may arrive at different times where available.

If You Have Trouble Connecting

• If your card is missing, confirm that you can see it when signed in directly to American Express with the same User ID.
• American Express permissions through Plaid need periodic renewal. If Silvia shows Reconnect, use it to sign in and renew permission for the existing connection.