Troubleshooting

  • OAuth Migration Overview

    Open authentication or OAuth is an increasingly common, secure method of data sharing where an end user gives permission to one application or website to access ...

  • Code Changes & Developer Documentation

    In order to migrate to Open Banking or OAuth, you may be required to offer developer support depending on the product you use. Select the product you use below f...

  • Call Center Impact - IMPAIRED Connection Status

    After you migrate your users to an OAuth connection, their connection with your institution will be placed in an IMPAIRED connection state. This is the same conn...

  • End User Experience After Migrating to OAuth

    When you migrate your existing customers over to Open Banking/OAuth authentication, they will need to authenticate their accounts and select their data sharing p...

  • Supporting Multiple Accounts

    When a user is transitioned to OAuth authentication, they are still able to connect multiple accounts from one financial institution. For example, they can conne...

  • Mobile App Redirection Problems - Call Center

    If you have a mobile application that uses Connect inside of a webview, after OAuth has been enabled for your client, you will need to follow the steps in the Co...

  • ACH Return Reporting Process

    The quality of our data is as important to us as it is to you. We are continuously reviewing the success of our connections and the data that is returned from th...

  • TechOps Toolkit

    MX Support  Before contacting MX Support please refer to our documentation on the MX Docs Site. What can I expect? Who is TechOps? TechOps, or Technical Operatio...

  • What browser should I use?

    If you are accessing the financial tools with an older browser, the tools might not work well. You may see square bubbles instead of round, or the tools may not ...

  • Trouble adding a new connection (account)

    If you are unable to add a new account (also called connection) and get a status message of Account is Locked or Connection Maintenance, continue reading to lear...

  • Trouble finding a connection

    When you are adding an account and you can't find your bank on the list, need to add an investment account, or are getting notifications that the tool couldn't f...

  • Error on a connected account

    If you are receiving notifications that your account isn't updating, or if you are unable to see recent transactions, or you are getting an error message on your...

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  • Member Connection Statuses Overview

    The connection_status indicates the state of a member's aggregation, meaning the state of a user connecting to a particular institution. Here are some common mem...

  • Status: Locked

    If you are seeing a connection status message of LOCKED, your account has been locked by your financial institution. Your account will lock if you have entered ...

  • Status: Prevented

    If the credentials you've entered failed to connect three times in a row, you will get a connection status message of PREVENTED. The financial tools have locked ...

  • Status: Disabled

    If aggregation has been momentarily paused but the account is still connected, you will get a connection status message of DISABLED. This means updates for the i...

  • Status: Expired

    When the MFA answer is not provided within the time allotted by the financial institution you will get a connection status message of EXPIRED. The timeout period...

  • Status: Denied

    If the credentials entered are invalid or incorrect, you will get a connection status message of DENIED. Please update your credentials and try again.  Resolutio...

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  • Submitting a Ticket Best Practices

    In this document, you will find tips to help decrease the amount of troubleshooting time when opening new support tickets. Information to Prevent Delays in Troub...

  • Submit a ticket to MX support

    Having trouble finding the answer you are looking for in the help center? We've got you covered!  Submit a ticket at moneydesktop.zendesk.com. But first, watch ...