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…

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.

Direct Access offline for American Express

We are aware that Direct Access is offline for American Express in order to download transactions using personal finance applications. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here is…

Banks that have moved to Open Banking and why (Is my bank on the list?).

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…

Direct Access v1 Subscription Time No Longer for Sale

In August of 2021, we announced that we would begin the process of sunsetting Direct Access 1. This is the version of Direct Access used in Banktivity versions 5, 6 and 7. One of the steps in this process is to stop allowing purchases of Direct Access subscription time in our older versions of Banktivity…

Direct Access is offline for US Bank

4/19/22: We are aware that Direct Access is offline for US Bank. This is preventing users of personal finance apps from downloading transactions. Our Direct Access team is currently working on getting the issue resolved. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import online from US Bank.…

USAA and Direct Access

5/4/22: Update on how to disable the cybercode token option on the USAA website: Login to your USAA account. Go to the bottom of the home screen and click “security”. Click enhanced login under solutions — that will give you a screen where you can disable the cybercode token. 4/13/22: We’ve learned that disabling the…

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…

How to create a Salt Edge account and connect to my UK or EU banks

Banktivity 8.3 or higher includes support for downloading transactions from many UK/EU banks (PSD2/Open Banking supported Banks). Banktivity integrates with Salt Edge to download transactions from many banks in the UK and EU. Salt Edge is PCI DSS compliant and uses asymmetric cryptography so that private keys are stored on separate servers. You can read more about…

(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…