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

What is Open Banking?

 0

“Incompatible” error when setting up an account

 4

Storing Documents on OneDrive

 0

Direct Access is offline for US Bank

 1

Direct Access offline for American Express

 0

Synchrony is offline for Direct Access

 0

How to use Banktivity’s Built-In Web Browser

 5

ANZ is offline for Direct Access

 3

Downloading prices for London Mutual Funds

 40

USAA and Direct Access

Banktivity 7 Banktivity 7

8

Direct Access v1 Subscription Time No Longer for Sale

 4

Storing Documents on OneDrive

 0

Direct Access is offline for US Bank

 1

Direct Access offline for American Express

 0

Synchrony is offline for Direct Access

 0

How to use Banktivity’s Built-In Web Browser

 5

ANZ is offline for Direct Access

 40

USAA and Direct Access

 2

Charles Schwab is offline for Direct Access customers

 0

Why are my bonds valued incorrectly?

Banktivity for iPhone Banktivity for iPhone

5

ANZ is offline for Direct Access

 40

USAA and Direct Access

 2

Charles Schwab is offline for Direct Access customers

 3

Direct Access is offline for RBC Royal Bank Canada

 7

Fifth Third Bank is currently offline for Direct Access

 8

(Fixed) Wells Fargo – duplicates are importing with Direct Access

 0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 4

OFX/Direct Download no longer supported for US Bank

 89

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

Banktivity for iPad Banktivity for iPad

5

ANZ is offline for Direct Access

 40

USAA and Direct Access

 2

Charles Schwab is offline for Direct Access customers

 3

Direct Access is offline for RBC Royal Bank Canada

 7

Fifth Third Bank is currently offline for Direct Access

 8

(Fixed) Wells Fargo – duplicates are importing with Direct Access

 0

OFX/Direct Connect no longer supported for BB&T

 1

OFX/Direct Connect no longer supported for Suntrust Bank

 4

OFX/Direct Download no longer supported for US Bank

 89

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

Banktivity 6 Banktivity 6

8

Direct Access v1 Subscription Time No Longer for Sale

 62

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.

 18

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

 43

Issues with multiple prompts for MFA/2FA codes when accounts update

 3

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)

Banktivity 5 Banktivity 5

8

Direct Access v1 Subscription Time No Longer for Sale

 45

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.

 18

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

 43

Issues with multiple prompts for MFA/2FA codes when accounts update

 2

Direct Access and Optum Bank

 28

Banktivity 6 is not supported on macOS Catalina

 25

Discover accounts not connecting using Direct Download (OFX)

 34

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

 7

Direct Access issues with PNC