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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:…
3/23/23: The team at Yodlee and US Bank are working on an issue whereby some customers are unable to refresh their accounts. We will post updates here as they become available. We are sorry for the inconvenience we know this is causing.
3/21/23: Our aggregator (Yodlee) is working with Vanguard to bring Direct Access back online. The disruption in service is on Vanguard’s end and have 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.
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…
As many of you know, establishing a stable connection to download transactions from USAA has not been reliable for several months now. Our backend provider has informed us that they are no longer supporting linking to USAA and thus, we have temporarily removed support as well. Should circumstances change in the future and our backend…
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…
October 25, 2022 | 71 Comments
I’m writing today to share some changes we are making to the UI for the forthcoming release, Banktivity 9. Namely, we are adding support...
February 18, 2023, 01:31 AM
We've heard from our upstream provider and they have confirmed the issue is fixed. We are seeing good refresh rates… https://t.co/ItXUj9BtaT
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