For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support.

New Banktivity for Mac

0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 2

OFX/Direct Connect no longer supported for US Bank

 2

Direct Access is offline for Bank of America

 83

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

 0

How to update your billing information in the new Banktivity

 2

How to cancel a Banktivity subscription

 16

Direct Access offline for Target

 41

How to move your existing Direct Access time to the new Banktivity

 4

Known issue with OFX/ Direct Connect and American Express

Banktivity 7 Banktivity 7

0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 2

OFX/Direct Connect no longer supported for US Bank

 2

Direct Access is offline for Bank of America

 83

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

 5

Security quotes from LSE off by a factor of 100

 16

Direct Access offline for Target

 12

Banktivity 7 on macOS Big Sur

 4

Known issue with OFX/ Direct Connect and American Express

 13

How do I transfer my existing Direct Access subscription towards Banktivity 8?

Banktivity for iPhone Banktivity for iPhone

0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 2

OFX/Direct Connect no longer supported for US Bank

 2

Direct Access is offline for Bank of America

 83

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

 16

Direct Access offline for Target

 5

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

 2

Getting started with the Banktivity on iOS

 14

Setting up Cloud Sync in the new Banktivity

 1

Which symbols should I use with my securities traded on the Bombay Exchange?

Banktivity for iPad Banktivity for iPad

0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 2

OFX/Direct Connect no longer supported for US Bank

 2

Direct Access is offline for Bank of America

 83

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

 16

Direct Access offline for Target

 5

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

 2

Getting started with the Banktivity on iOS

 14

Setting up Cloud Sync in the new Banktivity

 1

Which symbols should I use with my securities traded on the Bombay Exchange?

Banktivity 6 Banktivity 6

2

Direct Access is offline for Bank of America

 60

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

 1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

 11

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 2

Supported currencies and directions for manually updating exchange rates for unsupported currencies

 2

403 Forbidden Error

 2

Direct Access and Optum Bank

 28

Banktivity 6 is not supported on macOS Catalina

 25

Discover accounts not connecting using Direct Download (OFX)

 32

Direct Download/Bill Pay (OFX) with Citi Credit Cards

Banktivity 5 Banktivity 5

41

How to move your existing Direct Access time to the new Banktivity

 1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

 11

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 2

Direct Access and Optum Bank

 28

Banktivity 6 is not supported on macOS Catalina

 25

Discover accounts not connecting using Direct Download (OFX)

 32

Direct Download/Bill Pay (OFX) with Citi Credit Cards

 7

Direct Access issues with PNC

 162

Apple Card cannot be supported with Direct Access.

 186

A message to our UK/EU users regarding Direct Access and Open Banking (Updated on 4/16/2020)