Open Banking support for Australian Banks

As of 11/29/2023 all Australian banks listed on the supported bank list in Banktivity transitioned from screenscraping to the Open Banking protocol. This will require users to disable online access for all Australian accounts in Banktivity and then re-enabling online access with the new Open Banking site. How to enable Open Banking Disable online access…

Open Banking with Direct Access is available for Fidelity Investments

We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…

Direct Access for US Bank

We are pleased to announce that Direct Access for US Bank is available using the Open Banking protocol. How to enable Direct Access with the new US Bank Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “U.S. Bank” from the list Follow the onscreen prompts as necessary. (You…

Navy Federal Credit Union

4/17/23: We are seeing some intermittent issues with account refreshes. We are working with Yodlee to resolve the problems as quickly as possible. 03/28/23: NFCU has implemented Open Banking. This will require you to disable and re-enable Direct Access. Instructions are listed below. Disable online access (if already connected): Double-Click on the account name for…

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…

Banks that have moved to Open Banking and why (Is my bank on the list?).

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…

How to create a Salt Edge account and connect to a UK or EU bank

Banktivity 8.3 or higher includes support for downloading transactions from many UK/EU banks (PSD2/Open Banking supported Banks). Banktivity integrates with Salt Edge to download transactions from many banks in the UK and EU. Salt Edge is PCI DSS compliant and uses asymmetric cryptography so that private keys are stored on separate servers. You can read more about…