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.
Tagged: Direct Access
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…
My Credit Card Number Changed and My Automatic Transaction Downloads Will Not Function
To solve this issue please try the following: 1) Navigate to your account in the sidebar of the iBank document window 2) Click the little icon next to it 3) In the sheet that comes down, choose “Take Offline” 4) From the menu at the top of the screen choose, Account > Set Up Online…
Why do we have to pay for Direct Access?
To develop Direct Access, we partnered with an established provider of bank connectivity to create a proprietary service specifically for Banktivity and IGG. This entails a substantial investment of IGG’s resources. Direct Access pricing is set at a level we feel is reasonable for the service provided, and to us, is a better way of doing…
How much does Direct Access cost?
You can pay-as-you-go on a monthly basis for just $5.99 US. If you expect to use the service for a longer term, it’s more economical to pay quarterly ($13.99 US), or annually ($44.99 US) – that’s as little as 12 cents a day. For apps purchased via Apple’s App Stores, payments are made via In-App…
Will Direct Access on multiple devices require separate accounts or charges?
No. You’ll only need one Direct Access subscription to allow you to download data to your iPad, iPhone, and Mac. You may sync that data between devices as well. In addition, you can set up separate financial books on your iPad or iPhone, some of which might use Direct Access and others which can be…