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 $6.99 US. If you expect to use the service for a longer term, it’s more economical to pay quarterly ($14.99 US), or annually ($49.99 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…

Is Direct Access secure?

Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed, aggregated or analyzed in any way that…

How do I know if my bank is supported using Direct Access? Can I try it out first?

Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.

Is Direct Access required?

No — Direct Access is a completely optional service. In Banktivity 5, your accounts can be updated as always, with no fees from IGG, using direct downloads from your financial institutions or with web downloads via Banktivity’s built-in browser. With iOS devices, your accounts can be updated and edited manually, or you can sync account…