Overview
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:
|
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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- This article was new with the Jasmine release.
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