Tagged: Open Banking

Open Banking support for Australian Banks

Posted on by Nancy Powers Libby

As of 11/29/2023 all Australian banks listed on the supported bank list in Banktivity transitioned from screenscraping to the Open Banking protocol. This will require users to disable online access for all Australian accounts in Banktivity and then re-enabling online access with the new Open Banking site. How to enable Open Banking Disable online access…

Open Banking with Direct Access is available for Fidelity Investments

Posted on by Nancy Powers Libby

We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…

What is Open Banking and how to re-link accounts with this option

Posted on by Nancy Powers Libby

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, Plaid and Salt Edge. 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…

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

Posted on by Nancy Powers Libby

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…