71 articles Banktivity 7

Why have my Bank of America accounts stopped updating via legacy direct access?

Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…

Direct Download OFX no longer supported for Bank of America

Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…

OFX/Direct Connect will no longer be supported by Chase as of October 6th, 2022

As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. A link to an article that explains what Open Banking is all about is listed below.…

List of Banks Experiencing Direct Access Connection issues:

The following banks are currently experiencing connection issues. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. As of 01/27/23: Bank name % of affected users 28 Degrees MasterCard (Australia) 27% 1880 Bank 75%-100% Acorns 50%-75% Adelaide Bank (Australia) 27% Aegis Capital Corp…

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…

Can I still get Banktivity 7 or another older version?

Banktivity 7 and our older Mac versions are no longer for sale because we have officially ceased development of them. If you have previously purchased Banktivity 7 or an older version and need a download link to reinstall, you can find all of those older versions here: https://www.banktivity.com/support/articles/ibank-5/where-can-i-download-ibank-for-mac/

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.

Direct Access offline for American Express

We are aware that Direct Access is offline for American Express in order to download transactions using personal finance applications. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here is…

Why have my Capital One accounts stopped working?

Capital One has moved to Open Banking which is a more reliable and safe connection method. The switch to Open Banking means the support for legacy Direct Access has been removed. In order to continue connecting via Direct Access, customers will need to be running version 8 and use the Yodlee method to connect. Capital…