You've come to the right place. We can help you!
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…
UPDATE: 3/16/22: The server maintenance has been completed so quote downloading and exchange rates are back online. Sorry for the inconvenience we know this caused. Exchange rates and security quote downloads are currently not working. Our server is currently offline and undergoing maintenance. We hope to have this back up and running soon. We appreciate…
UPDATE 4/7/22: The ETA has been pushed to 4/8/22. UPDATE 3/14/22: Direct Access is currently offline for account refreshing. The ETA is 3/18/22. We will post updates to this article with any new information. Yodlee has been informed that Citibank will be unavailable for transaction downloading via Direct Access between 03/03/2022 and 03/05/2022. We will…
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.
UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…
UPDATE 02/17/22: We have received notification that ANZ is no longer allowing Yodlee access to their servers as a result of the Denial of Service attack they suffered. Yodlee is still continuing to request access but to set the appropriate expectation, there’s every chance that we will not be able to support Direct Access with…
5/4/22: Update on how to disable the cybercode token option on the USAA website: Login to your USAA account. Go to the bottom of the home screen and click “security”. Click enhanced login under solutions — that will give you a screen where you can disable the cybercode token. 4/13/22: We’ve learned that disabling the…
RBC Royal Bank Canada is offline for third-party applications. Our data aggregator (Yodlee) is working on getting the issue resolved for our customers. We will post updates to this article as we learn more. Sorry for the inconvenience we know this is causing.
6/16/2021: The issue has been resolved. 6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past. We will post updates as we learn more. 6/3/2021: We are aware that Banktivity users are currently…
UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account(s). Then, delete the direct access connection details. Go to File> Subscription…
May 9, 2022 | 8 Comments
I’m writing today with an update on what we’ve been working on since our last blog post a couple of months ago. Before I discuss where...
May 16, 2022, 08:25 PM
We are firm believers in setting up an #EmergencyFund Here is a great primer for how to get yours started:… https://t.co/H9KKx5mNco
An honest mailing list, opt-in or out at anytime.
