Nancy Powers Libby has written 80 articles

Navy Federal Credit Union

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 the accountClick “Check Status” followed by “Take Offline”Go to Account> Configure Automatic DownloadsFollow on-screen prompts to set up your account Enable online access:…

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…

How to use Manual/Web Downloads in Banktivity.

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…

TD Bank Easy Web (Canada)

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…