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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…
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.
3/13/23: Our aggregator (Yodlee) is seeing high refresh failure rates for Citibank. They are working on high priority to get the issue resolved. Our apologies for the inconvenience we know this is causing.
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…
Following the purchase of E*TRADE by Morgan Stanley, Yodlee has been notified that all E*TRADE account numbers would change from 8 digits to 9 digits. Phase 1 of this change would be carried out by Morgan Stanley between March 10 and March 12, 2023. Following this change, users might see a “this account looks to…
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.…
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…
When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the Account Connection Status Window), if you see the message ‘This account is closed’ but you know for a fact your account…
In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…
01/13/23: Progress has been made with TD Bank Easy Web. Banktivity users should be able to connect and download transactions once again—some instances where the connection could timeout exist. Please report any cases of this to the IGG Support Team. Thank you. 01/06/23: TD Bank Easy Web continues to block Yodlee’s IPs but Yodlee is…
September 8, 2023 | 21 Comments
I’ve already talked about some of the larger features in Banktivity 9 in these blog posts: Let’s look at the reports, Return of...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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