Tagged: OFX

My Credit Card Number Changed and My Automatic Transaction Downloads Will Not Function

Posted on by Ian Gillespie

To solve this issue please try the following: 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 Relink the account:…

What’s the difference between Direct Access and Direct Download OFX?

Posted on by Kristen Barth

Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts. Once…

OFX/Direct Connect no longer supported for BB&T

Posted on by Nancy Powers Libby

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…

OFX/Direct Connect no longer supported for Suntrust Bank

Posted on by Nancy Powers Libby

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…

OFX/Direct Download no longer supported for US Bank

Posted on by Nancy Powers Libby

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…

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

Posted on by Nancy Powers Libby

Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

Posted on by Nancy Powers Libby

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

Setting up Direct Connect/OFX Bill Pay with TD Bank

Posted on by Nancy Powers Libby

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…