The bank that you’re trying to add doesn’t recognize the aggregator requesting your account information (just like when you log in for the first time on a new or different device). To ensure security, it will require “step-up” authentication, which can include the...
Sometimes you have to search for an external account using very specific information, so try finding your account using different variations of the name or link. For example, search by the URL that displays when you log in directly to that external...
Security filters may direct emails to your Junk or Spam folder; always check there first. If using the application from a work location, the item may end up in quarantine. Check the list once the list of quarantined items is released to your inbox. It may take a...
When you initially enroll, the system pulls in 90 days of activity for each in-house account. This may take time and you may end up seeing the balance but not the activity immediately. Continue with other activities in MX or CEB and check back in a couple of hours. ...
Depending on the number of accounts and the related history, this can take a few minutes at enrollment. Initially, 90 days of history is loaded and once the history has finished loading, new information updates typically take less time.
