This article explains how to completely remove a Direct Access connection and reestablish it in the new Banktivity for Mac. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update.

IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a Direct Access issue with our backend provider, please do not follow the steps below (unless instructed to do so). Deleting the connection from the Direct Access server will prevent our backend provider from further troubleshooting.

To disconnect the account:

– Double-click on the account

– In the popup window that appears click on the Check Status button

– In the Account Connection Status window click on the Options button

– In the popup window that appears click the Disconnect button

To relink accounts:

– Double-click on one of the accounts

– In the popup window that appears click on the Configure Connection button

– Follow the prompts in the windows that appear.