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.
To resolve a connection error:
- Click on the account with an error. A window will appear explaining the connection issue.
- Follow the troubleshooting steps indicated for your connection.
- If you are unable to reconnect the account, you may wish to submit a request for support.
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.