If your online banking account credentials have been changed, you will need to disconnect and reconnect them in Banktivity in order to continue updating your accounts using Direct Access or OFX Direct Download/Bill Pay.

In Banktivity for Mac:

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.

In Banktivity for iOS:

First take the account offline:
– Open the document in Banktivity and then tap the account.
– The next screen will show the account name and transactions. Click on the pen and paper icon on the top of the account summary to edit the account.
– Under ‘BANK INFO’ at the bottom of the next screen, tap ‘Automatic Downloads – Direct Access’.
– On the ‘Account Connection Status’ screen that follows, tap ‘Take Offline’ and confirm that you want to take the account offline.

Next reconnect the account:
– Click on the pen and paper icon on the top of the account summary to edit the account.
– Under ‘BANK INFO’ tap ‘Automatic Downloads’
– On the next screen tap ‘Find My Bank’
– Follow the prompts to search for and select the bank for your selected account. You’ll be prompted to login to the account and then select the appropriate account to reconnect.