Direct Access and Optum Bank

Our Direct Access team has informed us that Optum Bank has introduced Google Captcha to their login protocol. At this time, Google Captcha is not supported but it should be implemented in the first quarter of 2020. In the meantime, you can use Manual/Web Downloads to import your transactions: Double-Click on the account name for…

Direct Access and Capital One

There have been reports that users with Capital One accounts are being asked for secondary authorization (MFA) multiple times. The reason you are seeing this is that Capital One recently made some security changes, and your linked account will no longer connect without secondary authentication. We’re sorry for the inconvenience and are working with our aggregation…

Apple Card cannot be supported with Direct Access.

Currently Apple Card accounts are only accessible via the Apple Wallet app. Unfortunately, we cannot support mobile sites based with iOS access only as of now. Apple Card accounts would need to be updated manually in Banktivity until this changes. If Apple (or Goldman Sachs) decides to allow access to Apple Card account information online…

A message to our UK/EU users regarding Direct Access

We have recently learned from our Direct Access backend provider that as of September 14th, 2019, IGG Software will be unable to support Direct Access for many Banking and Credit Card accounts held at UK and EU financial institutions. Loans, Mortgages, Bills, Stocks, and Insurance accounts will continue to be supported. This interruption in service…

Wells Fargo transactions are importing into the wrong account

We are aware of an issue with Wells Fargo whereby transactions are being imported into the wrong accounts when using Direct Access. The Direct Access team is currently working on a fix. We will post an update when more information becomes available. Sorry for the inconvenience this is causing! Update (1/26) We are hoping for…

How do I completely remove a Direct Access connection and reestablish it?

This article explains how to completely remove a Direct Access connection and reestablish it. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update. IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a Direct Access issue with our backend…

I can’t set up an account to use Direct Access

This article is to help resolve issues when you are trying to set up a Direct Access connection for the first time, but it is failing. If your account used to connect using Direct Access, but isn’t any more, please see this article. If you are entering in your correct credentials and security questions, but…