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In order to connect your accounts in Banktivity using Direct Access (Salt Edge), you must link your Chase accounts using the same device on which the Chase mobile app is installed. This is due to security protocols set by Chase.
If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…
When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the “Account Connection Status” window), if you see the message that the ‘account looks to be closed’ but you know for a…
Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…
PenFed is blocking Yodlee’s IPs so we are currently unable to offer Direct Access support. Yodlee will continue to request access to PenFed’s site but in the meantime, you should be able to download transactions using Banktivity’s built-in web browser.
Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.
UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…
BB&T made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…
Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…
Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct Download. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…
October 18, 2024 | 34 Comments
Hello everyone. I just wanted to take this opportunity to let you all know Banktivity 9.5 is now available for macOS, iOS and iPadOS. Some of...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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