77 articles New Banktivity for Mac

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. This list is updated twice daily. As of 06/07/23: Bank name % of affected users 28 Degrees MasterCard (Australia) 27% 1880 Bank 75%-100% Aberdeen Proving Ground…

Navy Federal Credit Union

4/17/23: We are seeing some intermittent issues with account refreshes. We are working with Yodlee to resolve the problems as quickly as possible. 03/28/23: NFCU has implemented Open Banking. This will require you to disable and re-enable Direct Access. Instructions are listed below. Disable online access (if already connected): Double-Click on the account name for…

Direct Access is offline for Vanguard

3/31/23: The Direct Access issue with Vanguard has been resolved. Accounts should be refreshing fine. 3/21/23: Our aggregator (Yodlee) is working with Vanguard to bring Direct Access back online. The service disruption is on Vanguard’s end. Yodlee has been informed that the current ETA is 3/24/23, but please check here for updates.

Why am I seeing ‘This account is no longer reachable by direct access’?

If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…

Direct Access changes for TD Ameritrade beginning 2/20/23

We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…

How to disable and re-enable Direct Access for a bank

Directions for disabling and re-enabling Direct Access (on Mac): Step 1: Double-click on the account in the sidebar In the popup window that appears click on the “Check Status” button In the Account Connection Status window click on the “Take Offline button” Repeat this for all accounts you want to take offline Step 2: Go…