Diagnose Connection Errors

  • Updated

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 mceclip0.png 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:

  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 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.

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