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.