Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.
Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET as a result of increased traffic created by COVID-19.
Tagged: Direct Access
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…
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 and Open Banking (Updated on 4/16/2020)
We learned from our Direct Access backend provider (Yodlee) 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 end of service is…
Direct Access issues with USAA
If you are having issues setting up your USAA account using Direct Access in Banktivity, in some cases entering the Online ID and Password only, with the PIN field blank, has helped to connect successfully.
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…
What is a “deep refresh” when using Direct Access?
When Banktivity does a deep refresh, the aggregator grabs all available transactions from a bank’s website, whereas a regular refresh only gets what’s cached. Since a deep refresh can take a while, Banktivity will sit there waiting for results without showing any indicators. If it is quit before the refresh finishes, it will grab any…
Banktivity keeps asking me to sign in to my Direct Access accounts, enter my Cloud Sync Document Password and/or Banktivity ID Account
Your Banktivity ID is your account that identifies you as a customer to services offered within the Banktivity apps, namely Cloud Sync and Direct Access. Problem: Banktivity keeps asking you to sign in to your Direct Access accounts, enter your Cloud Sync Document password and/or your Banktivity ID account. Or receiving Direct Access error 400…
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…