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 to Banktivity > Preferences > Advanced and place a checkmark beside “Preserve troubleshooting information on Direct Access server”
- Close the Preferences window
Step 3:
- Double-click on one of the accounts for the bank having issues
- In the popup window that appears click on the Configure Connection button
- Follow the prompts in the windows that appear to link your account(s) through Direct Access 2 (Y), also known as Yodlee
If you receive an error, dismiss the error, then continue following the steps below to file a support ticket with the IGG Support Team:
- Go to File > Subscription> Direct Access
- Please capture a screenshot of the window that appears and be sure the name of your bank shows in the screenshot
To take a screenshot, press Command-Shift-3. You should hear a ‘click’ sound and a file with ‘screenshot & date’ with a .png extension will appear on your Desktop.