Why is my institution link down? What should I do?

Links to your institution can fail for a variety of reasons:

  1. Your bank or brokerage changed their website or the way data is accessed. Examples of this could include updates to the institution’s login procedure to make it more secure by adding two-factor authentication or additional security questions.
  2. Some institutions periodically prevent access to data aggregators. In these situations, we will work with these institutions to restore connectivity as soon as possible.
  3. Institutions merging with each other or rebranding.
  4. Short-term server maintenance.

When a link fails, we’ll let you know that it’s temporarily down - the good news is, you don’t have to do anything! We request information again automatically without any action on your part, and we work with the institution to restore the link automatically as soon as possible. We’ll still show you the most recently received information

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