Troubleshooting

  • 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 SupportĀ  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...

  • Missing an account

    If you are missing an account from an institution you connected, sometimes these issues will resolve themselves. It can take up to a week for some accounts to ap...

  • Closed accounts

    When you connect a financial institution, the Accounts tool gathers all of the account data that it can. This may include accounts that have been closed and are ...

  • Hiding accounts

    Don't want an account to show up in your finances? You can easily hide the account so the transactional history is excluded from your financial reports. Individu...

  • Duplicate accounts

    Sometimes you may see two instances of the same account. Accounts can show up twice when an existing account connection is altered. Reasons you may see an accou...

  • Missing loan details

    Some loan connections are able provide us with the APR, minimum payment, and due date, and sometimes these details are not available. Loan information is needed ...

  • Missing transactions

    Though rare, transactions can occasionally get lost in transmission. If a transaction or set of transactions are truly missing, contact your financial institutio...

  • Duplicate transactions

    Though rare, duplicate transactions can occur. If true duplicates are identified, you must submit a support ticket to the MX Support Team to have the duplicates ...

  • Zero or negative spending

    Sometimes you may see zero spending on your accounts, even though you've made transactions. The experience of seeing zero or negative spending in a category is t...