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Bank Direct Connect - Connection Messages

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Overview

The table below provides information about connection messages that might display on the BDC - Bank Settings tab or on the Bank Transactions tab. If you receive one of these messages, following the instructions that display in the Next Steps column on the table below.

Message Explanation Error on the Bank Transactions tab Next Steps
Connection successful -
no action required		 The connection to the Financial Institution functioned as expected and Bank Transactions were able to be downloaded from the bank to the Yodlee database. None To download transactions, click the Bank Transactions tab and then, click Update All.
Action Required - Additional user authentication information is needed

This message might display because of one of the following reasons:

  • Credentials have expired and are required to be refreshed.
  • Additional credential failing such as security question(s) or token expiration.
  • Technical issues with Yodlee or a failed username/
    password.
 This account cannot be automatically updated. Please navigate to the Bank Settings tab and run the Refresh action for the account’s financial institution.

Access the Bank Settings tab and for the Financial Institution that includes the message, select it from the drop-down list. Then, click Refresh to update your MFA (multi-factor authentication), as required.

Note: This should change the message to “Connection successful - no action required.” Return to the Bank Transactions tab and click Update All to download Bank Transactions.

Note: After the current  authentication expires, you will need to click Refresh again to clear the message and download Bank Transactions.
Action Required - FIA failed. For more information, review our Knowledge Base This message displays because of invalid credentials or if there were technical issues with Yodlee. Financial Institution Account failed to connect, additional action is required. Please navigate to the Bank Settings tab.

Access your Bank’s website to confirm/update your credentials. Once this is completed, access the Bank Settings tab and for the Financial Institution that includes the message, select it from the drop-down list. Then, click Edit to update your credentials and MFA, as required.

Note: This should change the message to “Connection successful - no action required.” Return to the Bank Transactions tab and click Update All to download Bank Transactions.

Note: If the “Connection successful - no action required” message does not display after updating credentials in Yodlee’s Fastlink, please contact our Customer Support.

 

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Release Notes and Schedule

  • This article was new with the Jasmine release.

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