Connect Capital One to Silvia

Before You Start

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

• Capital One connects to Plaid through its own authorization flow. Complete your Capital One sign-in and the verification steps shown there.
• Select the individual Capital One accounts you want to share, then finish the permission screen and return to Silvia.

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 Capital One Listing

   Search for Capital One 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 Capital One. 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 a Capital One account is missing, confirm that the account is visible under the same Capital One sign-in you used to connect.
• Capital One permissions through Plaid need periodic renewal. When Silvia shows Reconnect, use it to renew the existing connection.