Direct Access with Bank of America

4/26/21: Bank of America has made changes to its security profile. This is causing Banktivity users trouble when attempting to refresh their accounts. We are working with our aggregator to get the connection with Bank of America re-established using their new protocol. We will post updates to this article as we learn more. Sorry for…

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

UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account(s). Then, delete the direct access connection details. Go to File> Subscription…

Direct Access offline for Target

UPDATE 2/15/2021: Our aggregator has been working with Target over the last several months but unfortunately, Target is still blocking their IPs. They will continue to try to re-establish a connection but for now, they are forced to remove support for Direct Access. I know this is not favorable news and we are sorry for…

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…

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…