Diagnose Connection Errors

The Accounts tool uses a multi-source aggregation strategy to provide the best possible account aggregation (connection), but connection issues can still occur and are often solved with a few simple steps.

If there is a connection error on an account, you will see an error icon over the account that is not connecting. You may also see a window pop up in the case that multi-factor authentication is triggered.

Resolve a connection error:

1. Click on the account with an error. A window will appear explaining the connection issue.
2. Follow the troubleshooting steps indicated for your connection.
3. If you are unable to reconnect the account, you can submit a support request.

To learn more about the Accounts tool, watch the quick clip here. 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.