60 articles Banktivity for iPad

Direct Access failing for USAA

9/26/2022: We have been alerted by Yodlee that a small number of users may not be getting new transactions on refresh. There is also an issue where the login screen appears but the user’s login credentials are failing. Yodlee is working on these issues on priority. We will update this article as we learn more.…

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 9/30/22: Bank Name % of affected users 1880 Bank 75%-100% Aegis Capital Corp 75%-100% Aldermore Savings (UK) 25%-50% American Express 0%-25% American Express Cards…

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…

Citibank temporarily offline for Direct Access

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…

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.

Why am I getting Cloud Sync error 1033 and how do I fix it?

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…

ANZ is offline for Direct Access

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…

Direct Access is offline for RBC Royal Bank Canada

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.

Fifth Third Bank is currently offline for Direct Access

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…

(Fixed) Wells Fargo – duplicates are importing with Direct Access

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…