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We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…
When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the Account Connection Status Window), if you see the message ‘This account is closed’ but you know for a fact your account…
In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…
UPDATE JAN 20, 2023: Cryptocurrency prices should now be downloading, but only for US cryptocurrencies at this time. They should be updating roughly every 20 minutes or so. UPDATE Jan 6, 2023: We apologize for the inconvenience this has caused. Unfortunately, our quote provider is still working to resolve the issues with cryptocurrency prices not…
Following is a list of all Chase cards that are now using Open Banking. Below the list is a link to more information on Open Banking and how to re-link your Chase account in Banktivity using the Open Banking protocol. Chase Cards (formerly First USA) Chase (aka WaMu) Blanchard Visa Car America Online Visa Card…
Bank of America 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 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…
Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…
If you see “invalid/incorrect credentials” with your Salt Edge account, it may be because Salt Edge requires reauthorization every 90 days. To do this in Banktivity, you will need to take your accounts offline and relink them through the following steps: To take accounts offline: Double-click on the account In the popup window that appears…
PenFed is blocking Yodlee’s IPs so we are currently unable to offer Direct Access support. Yodlee will continue to request access to PenFed’s site but in the meantime, you should be able to download transactions using Banktivity’s built-in web browser.
As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. A link to an article that explains what Open Banking is all about is listed below.…
February 26, 2024 | 15 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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